Magnolia Asset Review
The Demand Question
The Conundrum
Brent Booster Shot
Gulfport Ch.11
A Vaccine & Oil's Minsky Moment
The Asian Husky
Concho + Conoco, & BOKF
A Real Pain in the Neck... for OPEC
Backtests
Merger of Equals
Shell's Reshape
Prescribed Burns
Crack Spreads
The Bandwagon Effect
Cyclones
Groundhog Day in Oklahoma
A Ceiling Test
Extend & Pretend
Bubble-Point Death & the Martinez Refinery
Rosehill's Thorns
When a Bank Operates an Asset
Noble, & the RBL Fire Sale
CRC Bankruptcy
Forbearing Parties
The Five Civilized Tribes
Consenting Creditors
Chesapeake Ch.11
The Authority of the Referees
Shale Survey Results
Equitize
RBL Mark-to-Market
The Robinhood Factor
CDEV's Capital Structure & Reserves - a Case Study
Drama in the Desert
Sell-Side Well Economics
What Wells Work at $30: Comps
China, Concho, Crude
Confessions from an Economic Hit Man
Risk-reward
Going Concern
Ring Energy: an RBL Case Study
Relative Value
Asset Viability
USO & the WTI Rickroll
The Cushing Catch 22
The Price Elasticity of an Oversupply
Schlumberger Reports
OPEC+ Review | TX RRC Preview
The OPEC | Mexican Standoff
Energy Credit
Sheffield Speaks
A Strongman Dance
Teenage Wasteland
Crude Dissonance
Shelter-Production-In-Place
What Wells Work at $30?
Bailouts - What's Coming
Interventions
The Game Theory of a Price Collapse
Monetary Vaccination
Two Out of Three Ain't Bad
E&P Catch 22
Pandemic
Crude Context
All-Timers
Beyond China
LNG Shootout
Crude Corona Cocktail
E&P Earnings... Round 1
Contagion
German Oil
Fracklog
Yergin Speaks
The Generalists...
Hacienda Hedge
Revenge
