Substacks recommended by Rory Johnston

Recommended by Rory Johnston

This collects writings of Rachel Ziemba on wine and spirits, with a lens on business, economics and trade issues. She'll add trip notes and musings on wine trade, demand and impacts of climate change

EnerWrap

By Jeff Davies

Data-Driven Energy Insights Delivered To Your Inbox

Makai Research

By Makai Marine

Tanker market research & analysis, with a data-driven offering of macro and oil market fundamentals

The Lead-Lag Report

By Michael A. Gayed

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

Alchemy At Scale

By Darius Mortazavi

Exploring the world of modern chemical and material production and its future.

Leach's Occasional Energy Charts

By Andrew Leach

Energy and Climate Change

WTI Realist’s Newsletter

By WTIRealist

How I think about the energy markets, with a healthy dose of realism.

WTIRealist brings a truly unique perspective that blends macro and regional thematics with nuanced equity-level analysis, all the while keeping his posts conversational and engaging.

- Rory Johnston

Full Stack Economics

By Timothy B Lee

A newsletter about technology, economics, and policy.

Blind Squirrel Macro

By The Blind Squirrel

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

The Crude Chronicles

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

Super-Spiked

By Arjun Murti

Super-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.

The Overshoot

By Matt Klein

Making sense of the global economy and financial markets

Apricitas Economics

By Joseph Politano

Data-driven Insights on Economics, Business, Finance, and Public Policy.

Joey Politano’s Apricitas Economics is visually stunning, incredibly readable dive into the often tired world of macroeconomic analysis. Joey’s data-driven and chart-forward analysis skips past the headline hype to thoughtfully explore the nuance of a truly eye-watering range of topics and industries.

- Rory Johnston

Doomberg

Energy, finance, and the economy at-large | Enter your email address below to receive free previews of new articles | Click through to our About page for pricing and FAQ.

Home Economics

By Aziz Sunderji

Forward-looking, data-powered analysis of American housing

Kaoboy Musings

By Michael Kao

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.