Numbers, not narratives. | Rob Smith III | Substack

Timing mismatch between supply and demand growth leading to increased probability of crude oil prices nearing demand destruction levels in 22'

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Transitory supply chain constraints across U.S. shale likely delay supply acceleration until 2H22'

Feb 9

Sustainability of bullish crude cycle will be tested in 22'

Feb 6

Fundamentals remain constructive, while market signals waver.

Nov 18, 2021

Much cooler weather needed for front-month upside, back-end remains attractive.

Oct 31, 2021

Fundamental shift in domestic mobility likely a secular tailwind for oil demand

Sep 20, 2021

Positive demand momentum critical for oil and energy equities into 4Q

Sep 6, 2021

First in a series of posts introducing my risk management process for energy cycles, driven by data.

Sep 5, 2021

Numbers, not narratives.

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