Substack · Shivam_ZN
The Oil Tax: Rupee, RBI and What Rising Rates Do to Valuations
Rising rates, ROE and the price we pay for Indian equities
Sector Deep Dives · 12 pieces · Latest: Oct 27, 2026
Oil & Gas
▲ 2 Bullish ▼ 0 Bearish · 10 No tone
Research, newest first
YouTube · Golden Larch Investing
US Investors Are Buying Canadian Oil and Gas Stocks Again — Here’s Who’s Next
Substack · Shanaka Anslem Perera
Shanaka's Oil & Gas Letter - Issue 02 - Brent's $33 Premium Collapsed. East Coast Diesel Stocks Hit a Record Autumn Low.
Brent’s $33.26 premium shrank to $6.43. Futures reached their highest since April. East Coast diesel stocks hit a record autumn low.
YouTube · Peter Lukacs Research
Transocean: Investment Thesis (2026) | Oil Services Series
YouTube · Rocket Global Investing
Argentina's Stock Market Is Now Just an Oil Trade — Vaca Muerta Explained
Substack · Thierry from arvy
It Is October 1st. The Best 6 Months of the Cycle Begin.
Oil, yields and the dollar climbed together in September, and the average stock quietly paid the bill. The S&P 500 barely flinched. From today, the calendar is on its side.
Substack · TSCS · Tactician, Strategist
Record El Niño, Record Long, Wrong Crop
Our 2027 commodity outlook for the record 2026 super El Niño. Why sugar, cocoa and palm oil prices rise, why corn and soybeans don't, and where we're long.
Substack · Tao of Trading · Simon Ree
What do we care about today?
The most teacherous week of the year kicked-off with the best day since August. The Nasdaq closed at a record, oil dropped 4%, and 30 S&P stocks made 52-week lows while it happened.
Substack · dmeresearch · DME Research
This reaction can unlock Billions in Value to the Oil Industry
(This is a free article posted on my X (@dmeinvestor) on June 1)
Substack · Dayrate Duration · Tommy Lee
Midyear Outlook: Energy Security vs. Capital Discipline
Dayrates, oil prices and how NOC-driven demand is impacting the market
Institutional · T. Rowe Price
Energy investing insights: Opportunities beyond oil prices
Watch expert videos from T. Rowe Price analyzing energy market trends, oil price dynamics and investment opportunities across the global energy sector.
Institutional · T. Rowe Price
The Analyst Spotlight — Beyond the Oil Price: Where the Energy Cycle Turns Next
Look beyond oil prices to where the next energy cycle may turn.
Substack · Beyond Passive Investing
Part (1/3) — A Cross-Asset Lead-Lag Trade in US Refiners
You can watch a refiner's gross margin move in real time: it trades in the futures market, tick by tick, as the crack spread — and the stocks that earn it are reliably slow to follow.
Substack · Excelsior Prosperity Substack · Shad Marquitz
Still Holding Special Situation Oil Stocks, Despite The Pullback In The Energy Sector
Excelsior Prosperity w/ Shad Marquitz (06-27-2026)
YouTube · Estrategias de inversión and Sergio Ávila | Bolsa y Economía
El nivel que Santander debe romper para dispararse en bolsa | Estrategias de Inversión
YouTube · Investing Simplified - Professor G
This ALWAYS Happens in an Oil Crisis - Best ETFs Invest NOW
Institutional · BlackRock Insights
Middle East conflict: energy risks in focus | BlackRock
U.S.-Israel strikes on Iran raise risks to energy transport through the Strait of Hormuz. Read how we assess oil market disruption scenarios, stagflation risk and portfolio positioning.
YouTube · Inversión Racional Podcast
Llevan 12 Años Sin Invertir en Petróleo y Se Acerca un Cuello de Botella Histórico
YouTube · Value Investing with Sven Carlin, Ph.D.
Oil Stocks Investing For 2026 - All You Need To Know! (XOM, CVX, PBR, SHEL, TTE, BP, EQNR)
YouTube · Seven Hills Equities
Oil Stocks 2025: Value Trap or Hidden Opportunity?
YouTube · Value Investing with Sven Carlin, Ph.D.