Numbers, not narratives.
Subscribe
Sign in
Home
Archive
About
New
There's an oil super cycle, you say? Part 3
Timing mismatch between supply and demand growth leading to increased probability of crude oil prices nearing demand destruction levels in 22'
Feb 15, 2022
•
Rob Smith III
7
Share this post
There's an oil super cycle, you say? Part 3
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
There's a super cycle, you say? Part 2
Transitory supply chain constraints across U.S. shale likely delay supply acceleration until 2H22'
Feb 9, 2022
•
Rob Smith III
13
Share this post
There's a super cycle, you say? Part 2
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
5
There's an oil super cycle, you say? A 3 part story
Sustainability of bullish crude cycle will be tested in 22'
Feb 6, 2022
•
Rob Smith III
15
Share this post
There's an oil super cycle, you say? A 3 part story
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
4
November 2021
Process. Status check on oil
Fundamentals remain constructive, while market signals waver.
Nov 18, 2021
•
Rob Smith III
3
Share this post
Process. Status check on oil
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
October 2021
Gas has arrived. The upside?
Much cooler weather needed for front-month upside, back-end remains attractive.
Oct 31, 2021
•
Rob Smith III
3
Share this post
Gas has arrived. The upside?
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
September 2021
All gas, no brakes.
Fundamental shift in domestic mobility likely a secular tailwind for oil demand
Sep 20, 2021
•
Rob Smith III
1
Share this post
All gas, no brakes.
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
Momentum - friend or foe?
Positive demand momentum critical for oil and energy equities into 4Q
Sep 6, 2021
•
Rob Smith III
2
Share this post
Momentum - friend or foe?
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
Introducing Numbers, not Narratives.
First in a series of posts introducing my risk management process for energy cycles, driven by data.
Sep 5, 2021
•
Rob Smith III
7
Share this post
Introducing Numbers, not Narratives.
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
1
August 2021
Risk managing energy cycles through a probabilistic lens.
Welcome to Numbers, not narratives. by me, Rob Smith III. Engineering to energy investing. Combining fundamental data and market signals to risk manage…
Aug 23, 2021
•
Rob Smith III
Share this post
Risk managing energy cycles through a probabilistic lens.
numbersovernarratives.substack.com
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts