# oil market (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover oil market. Page: Feed: --- ## [Three Takeaways From an Energy Conference This Week](https://www.bisoninsights.info/p/three-takeaways-from-an-energy-conference) _2026-08-22 · Josh Young · Bison Insights_ Oil & Gas Conference Season ## [Josh Young on CNBC - Energy Sector Hits Record High](https://www.bisoninsights.info/p/josh-young-on-cnbc-energy-sector) _2026-08-21 · Josh Young · Bison Insights_ Bison Insights Goes Prime Time ## [(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value](https://www.hfir.com/p/guest-conocophillips-uplift-from) _2026-08-20 · HFI Research · HFI Research_ This article is public. ## [This Oilfield Services Stock is Down 47% in the Two Months Since I Passed on It](https://www.bisoninsights.info/p/this-oilfield-services-stock-is-down) _2026-08-20 · Josh Young · Bison Insights_ Four Oilfield Services Stocks I Prefer ## [Diesel Disaster Looms: Crude Builds, Products Crash, and America Sleepwalks into a Fuel Hole](https://anasalhajjieoa.substack.com/p/diesel-disaster-looms-crude-builds) _2026-08-19 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). ## [Everything You Need To Know About The Oil Market Today](https://www.hfir.com/p/everything-you-need-to-know-about-6b6) _2026-08-19 · HFI Research · HFI Research_ I’ll try to make your life as easy as possible with this article. ## [The Oil Shortage The Market Is Still Underpricing, Part II](https://www.hfir.com/p/the-oil-shortage-the-market-is-still) _2026-08-19 · HFI Research · HFI Research_ By: Jon Costello ## [China’s Quiet Advantage: How the Hormuz Crisis Supercharges the Belt and Road](https://anasalhajjieoa.substack.com/p/chinas-quiet-advantage-how-the-hormuz) _2026-08-19 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ The Hormuz Crisis is the perfect catalyst that turns Iran and Pakistan into the indispensable pillars of Beijing’s Belt and Road dominance while the rest of the world pays the energy price. ## [(WCTW) An Unsustainable Equilibrium](https://www.hfir.com/p/wctw-an-unsustainable-equilibrium) _2026-08-18 · HFI Research · HFI Research_ Lower oil-on-water will hit onshore inventories soon; the oil deficit is clearly unsustainable. ## [EOG Looks North - 3 Notable Beneficiaries](https://www.bisoninsights.info/p/eog-looks-north-3-notable-beneficiaries) _2026-08-18 · Josh Young · Bison Insights_ Recent comments from one of the industry’s best operators point to a broader Canadian M&A opportunity ## [Privacy-first AI-native browser (Sponsored)](https://crawlproof.com/a/ucYZyPaOL8zW) _2026-08-18 · **Sponsored**_ No telemetry or ads — built on Ungoogled Chromium with a built-in AI sidebar and CLI. ## [The Small-Cap Advantage, One Year Later](https://www.bisoninsights.info/p/the-small-cap-advantage-one-year-fff) _2026-08-17 · Josh Young · Bison Insights_ Bison Insights' first year, outperformance from focusing on overlooked stocks ## [The Big Advantage for the Small Investor](https://www.bisoninsights.info/p/the-big-advantage-for-the-small-investor-be8) _2026-08-16 · Josh Young · Bison Insights_ Live video walkthrough [Listen](https://api.substack.com/feed/podcast/211220787/0f7a1ad4b87c9d2bf3e4de2305843e5c.mp3) ## [Journey Energy Rises as Key Catalysts Unfold](https://www.bisoninsights.info/p/journey-energy-rises-as-key-catalysts) _2026-08-15 · Josh Young · Bison Insights_ Duvernay development is accelerating and the first big power plant is online ## [(MEMO) Memo - The Fun Is Just Getting Started](https://www.hfir.com/p/memo-memo-the-fun-is-just-getting) _2026-08-14 · HFI Research · HFI Research_ Oil is caught between the battle of giants. Who wins? ## [Live Interview of CEO of Deeply Discounted Gas Producer with Oil Upside](https://www.bisoninsights.info/p/live-interview-of-ceo-of-deeply-discounted) _2026-08-13 · Josh Young · Bison Insights_ Exclusive: CEO Interview ## [Oil Math Update - Where Are We And Where Are We Headed](https://www.hfir.com/p/oil-math-update-where-are-we-and) _2026-08-13 · HFI Research · HFI Research_ The global oil market today is sitting around a -3 to -4 million b/d deficit. ## [Global Diesel Crisis Sparks Shock 17.4 mb US Crude Build – Crude Quality Matters](https://anasalhajjieoa.substack.com/p/global-diesel-crisis-sparks-shock) _2026-08-12 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). ## [Oil Markets Squeezed: Surging Supply Claims, Collapsing Demand & Secretary Wright’s 9 mb/d Tweet](https://anasalhajjieoa.substack.com/p/oil-markets-squeezed-surging-supply) _2026-08-12 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ We figured out where the 9 mb/d came from! ## [Bison Insights, One Year In](https://www.bisoninsights.info/p/bison-insights-one-year-in) _2026-08-12 · Josh Young · Bison Insights_ Great Performance, Compelling Ideas, More to Come ## [Gazprom Supply Surges 35% as Europe’s Gas Crisis Deepens: LNG Crunch & Low Storage Force Russian Reliance](https://anasalhajjieoa.substack.com/p/gazprom-supply-surges-35-as-europes) _2026-08-11 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ Gas Storage is Just 99 Days of Consumption Cover & 80-Day Import Buffer — Lowest Since COVID (with 9 charts) ## [Find it on Amazon (Sponsored)](https://crawlproof.com/a/LpKD9uB5waBm) _2026-08-11 · **Sponsored**_ Open the Amazon product listing to see details and availability ## [(WCTW) The Oil Market's Turning Point](https://www.hfir.com/p/wctw-the-oil-markets-turning-point) _2026-08-10 · HFI Research · HFI Research_ Geopolitically speaking, what happens in the next few weeks will have important ramifications for the oil market for years to come. ## [(Public) The Importance Of Fujairah And Why It Is An Inevitable Escalation Point For The Global Oil Market](https://www.hfir.com/p/public-the-importance-of-fujairah) _2026-08-10 · HFI Research · HFI Research_ Ship-to-ship transfers, I am sure you have read something along those lines by now. ## [These Two Undervalued Oil Drillers Are Poised for Further Success](https://www.bisoninsights.info/p/these-two-undervalued-oil-drillers) _2026-08-10 · Josh Young · Bison Insights_ Q2 Updates: Acquisitions, Rising Activity and Margins ## [Saudi Oil Infrastructure Attacked, Trump's Economic War on Iran](https://www.bisoninsights.info/p/saudi-oil-infrastructure-attacked) _2026-08-09 · Josh Young · Bison Insights_ Thank you to those who tuned in for this live video, with my commentary on the oil market, recent attacks on oil tankers and Saudi energy infrastructure, Trump’s economic war on Iran, and other topics. [Listen](https://api.substack.com/feed/podcast/210503416/26c9ae29e449e683dfc7eb1433b5e3f6.mp3) ## [This Week in Oil: Deal or No Deal?](https://www.bisoninsights.info/p/this-week-in-oil-deal-or-no-deal) _2026-08-08 · Josh Young · Bison Insights_ Deal promised by this past Wednesday, attacks on tankers today ## [Memo - It's Now Or Never (Part 2)](https://www.hfir.com/p/memo-its-now-or-never-part-2) _2026-08-07 · HFI Research · HFI Research_ By: Wilson ## [(Idea) Suncor Energy - Strong Q2 Results Despite Operational Challenges](https://www.hfir.com/p/idea-suncor-energy-strong-q2-results) _2026-08-07 · HFI Research · HFI Research_ By: Jon Costello ## [Interview on Odds on Open](https://www.bisoninsights.info/p/interview-on-odds-on-open) _2026-08-06 · Josh Young · Bison Insights_ In-depth discussion on my investment process ## [A Comprehensive Update On Natural Gas](https://www.hfir.com/p/a-comprehensive-update-on-natural) _2026-08-06 · HFI Research · HFI Research_ The natural gas market warrants a lengthy update, as there’s a lot to cover today. ## [US Oil Shockwave: Inventories Plunge, Four Seas Crisis Explodes – Weekly EIA Data Bombshell](https://anasalhajjieoa.substack.com/p/us-oil-shockwave-inventories-plunge) _2026-08-05 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/iiwABgY5L285) _2026-08-05 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [(Public) All Eyes On The Oil Market For The Next 48 Hours](https://www.hfir.com/p/public-all-eyes-on-the-oil-market) _2026-08-05 · HFI Research · HFI Research_ Politically and fundamentally, we are now in the final innings of this “fork in the road” in the Iran war. ## [The Trump Administration is Manipulating Oil Prices - This Will Backfire](https://www.bisoninsights.info/p/the-trump-administration-is-manipulating) _2026-08-04 · Josh Young · Bison Insights_ Price Suppression Leads to Higher Prices Over Time ## [(WCTW) The Importance Of Fujairah And Why It Is An Inevitable Escalation Point For The Global Oil Market](https://www.hfir.com/p/wctw-the-importance-of-fujairah-and) _2026-08-04 · HFI Research · HFI Research_ Ship-to-ship transfers, I am sure you have read something along those lines by now. ## [Where Renewable Energy Stands in 2026](https://oilmarkets.substack.com/p/where-renewable-energy-stands-in) _2026-08-04 · Markets, Pipelines & Beyond · Markets, Pipelines & Beyond_ (700+ words) ## [Discounted Gas Producer with Oil Upside - Even Cheaper and Better Now!](https://www.bisoninsights.info/p/discounted-gas-producer-with-oil) _2026-08-02 · Josh Young · Bison Insights_ New public well data and strong Q2 results. ## [Energy Markets Brief, August 2026](https://oilmarkets.substack.com/p/energy-markets-brief-august-2026) _2026-08-02 · Markets, Pipelines & Beyond · Markets, Pipelines & Beyond_ Energy Markets Brief #13, August 2026 (1700+ words) ## [Wars Raging, Production Falling, Strait Closed - Why Isn't Oil $100+?](https://www.bisoninsights.info/p/wars-raging-production-falling-strait) _2026-08-01 · Josh Young · Bison Insights_ Recent interview on Commodities Culture ## [The New Map of European Gas](https://oilmarkets.substack.com/p/the-new-map-of-european-gas) _2026-07-31 · Markets, Pipelines & Beyond · Markets, Pipelines & Beyond_ (1000+ words) ## [Bison Insights Composite Update](https://www.bisoninsights.info/p/bison-insights-composite-update) _2026-07-31 · Josh Young · Bison Insights_ Increasing my highest-conviction weightings and simplifying the composite ## [Abqaiq Damaged, Oil Price Weakness](https://www.bisoninsights.info/p/abqaiq-damaged-oil-price-weakness) _2026-07-30 · Josh Young · Bison Insights_ Thoughts on capitalizing on mispricing opportunities in the oil market [Listen](https://api.substack.com/feed/podcast/209139807/1c6a779a388770a3d78dd39e44942564.mp3) ## [The Four Seas Cataclysm: When the World’s Arteries Burn and the Silence Screams Louder Than the Shocks](https://anasalhajjieoa.substack.com/p/the-four-seas-cataclysm-when-the) _2026-07-29 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). ## [Three Great Oil Companies - and One That the Market Has Missed](https://www.bisoninsights.info/p/three-great-oil-companies-and-one) _2026-07-29 · Josh Young · Bison Insights_ Tamarack, Headwater and Cardinal have earned premium valuations. A remarkably similar producer has not - at least, not yet ## [Interview on CNBC - Oil May Hit Record High](https://www.bisoninsights.info/p/interview-on-cnbc-oil-may-hit-record) _2026-07-24 · Josh Young · Bison Insights_ "prices may be too low with current escalation risk" ## [Bab Al Mandab and the Oil Market- An Update](https://anasalhajjieoa.substack.com/p/bab-al-mandab-and-the-oil-market) _2026-07-24 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ Diversion of Russian Oil in the Mediterranean.. why? ## [Best Idea Conference Presentation - Subscriber-Only Preview](https://www.bisoninsights.info/p/best-idea-conference-presentation) _2026-07-22 · Josh Young · Bison Insights_ Live Presentation Recording from Earlier Today ## [Oil’s Perfect Storm: Geopolitical Chaos Overrides Bearish EIA Data](https://anasalhajjieoa.substack.com/p/oils-perfect-storm-geopolitical-chaos) _2026-07-22 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). ## [The Houthis Block the Bab Al-Mandab Strait](https://www.bisoninsights.info/p/the-houthis-block-the-bab-al-mandab) _2026-07-21 · Josh Young · Bison Insights_ Live ad hoc oil market perspective [Listen](https://api.substack.com/feed/podcast/207920616/2df792d3fb417d5870bc69096fb1c252.mp3) ## [Ahead of the Press Release: Catalyst Realized](https://www.bisoninsights.info/p/ahead-of-the-press-release-catalyst) _2026-07-17 · Josh Young · Bison Insights_ A project that consumed cash for years is now generating cash, but the market still appears to be assigning it negative value. ## [Pro Tier Presentation: Latest Two Investment Ideas](https://www.bisoninsights.info/p/pro-tier-presentation-latest-two) _2026-07-16 · Josh Young · Bison Insights_ Watch now (57 mins) | A walkthrough of my two most recent investment ideas, and the implications of booming investment in Canadian Oil & Gas ## [Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching (Podcast)](https://anasalhajjieoa.substack.com/p/bab-el-mandeb-the-next-oil-chokepoint) _2026-07-16 · Anas Alhajji · Energy Outlook Advisors' Newsletter_ (No paywall) This is a long interview.