Substacks recommended by Rory Johnston

Recommended by Rory Johnston

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

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The Overshoot

By Matt Klein

Making sense of the global economy and financial markets

The Crude Chronicles

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

Doomberg

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

EMOGCP - Russian Oil & Gas Monitor

By Ronald P. Smith

Professional commentary on the Russian oil & gas sector from Ronald P. Smith, an internationally-recognized expert and consultant. Emerging Markets Oil & Gas Consulting Partners, LLC

Ronald provides a deeply experienced and increasingly rare perspective on Russia's oil and gas industry at a moment in which it's never been more important—or more difficult—to understand Russian hydrocarbon flows in the current oil market.

- Rory Johnston

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.

Super-Spiked

By Arjun Murti

Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities

Conks

global monetary mechanics

EnerWrap

By Jeff Davies

Data-Driven Energy Insights Delivered To Your Inbox

The Macro Insider

By THE MACRO INSIDER

Ici nous partageons la connaissance, car c'est la seule ressource inépuisable

Carbon Risk

By Peter Sainsbury

Carbon Risk is the only newsletter dedicated to carbon markets - helping investors navigate 'The Currency of Decarbonisation'!

Kyla’s Newsletter

By kyla scanlon

human-centric economic analysis to help all of us understand the world better

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.

The Honest Broker

By Roger Pielke Jr.

Making sense of science, policy and politics

Journeys in Wine Economics

By Rachel Ziemba

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

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.

Full Stack Economics

By Timothy B. Lee

A newsletter about technology, economics, and policy.

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

Alchemy At Scale

By Darius Mortazavi

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

Stuck in the Middle

By Mr. Blonde

macro equity market reflections, thoughts, and trades

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

Leach's Occasional Energy Charts

By Andrew Leach

Energy and Climate Change

Home Economics

By Aziz Sunderji

Forward-looking, data-powered analysis of American housing

Commodity Context

Recommended by Rory Johnston