Eliza Barclay

elizabarclay.bsky.social

03 May 2026 00:45

"In just two months, the United States has transformed from a bulwark of the international energy system into its biggest source of insecurity." @gbrew24.bsky.social www.nytimes.com/2026/05/02/o...

Rory Johnston

roryjohnston.bsky.social

06 April 2026 13:04

🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I spoke with @gbrew24.bsky.social about Trump killing the Carter Doctrine and how to think about the political contours of the Iran War on *all* sides of the conflict and how they constrain our path forward. open.spotify.com/episode/4TcG...

Michael Caley

michaelcaley.bsky.social

06 April 2026 13:04

this goes to a big question that @gbrew24.bsky.social discussed with @roryjohnston.bsky.social on the Oil Ground Up podcast: how would Iran respond if the US simply withdrew its troops from the field and leaned on Israel to follow? What happens to strait traffic? open.spotify.com/episode/4TcG...

Michael Caley

michaelcaley.bsky.social

06 April 2026 13:04

it's the Caracas Delusion all over again the incredible operational skill of the US military when given an achievable goal (rescuing pilots, kidnapping a possibly coup'd head of state) leads the US government to assign them unachievable goals @gbrew24.bsky.social x.com/i/status/204...

Carl Quintanilla

carlquintanilla.bsky.social

09 September 2025 01:55

Goldman sees hyperscaler capex growth slowing down dramatically, beginning in Q4. A reversion “back to early 2023 levels would imply 15-20% downside to the current valuation multiple of the S&P 500 ..” 👀