Sources¶
Research articles and daily briefs compiled in this knowledge base.
Core Analysis¶
| Article | Description |
|---|---|
| CONCEPTS | Core concepts and terminology for oil market analysis |
| Q1: Supply Destruction | Production shut-ins and supply loss analysis |
| Q2: Price Impact | Physical vs. futures market disconnect analysis |
| Q3: Europe Impact | European energy security and LNG exposure |
| Source Manifest | Full manifest of all source documents |
Daily Briefs¶
| Date | Author | Description |
|---|---|---|
| 2024-09-13 | Eric Nuttall | Early analysis of oil market dynamics |
| 2024-11-12 | Eric Nuttall | November update on supply outlook |
| 2026-04-09 | hfirearch | April ceasefire market assessment |
| 2026-04-13 | hfirearch | Supply destruction numbers |
| 2026-04-15 | hfirearch | Price spread analysis |