Today’s episode guest is Rob Connors aka The Crude Chronicles, who has +15 years as a sell side research analyst covering various companies in the oil & gas, industrials, transportation and aerospace & defence sectors.

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NB - Recorded on Wednesday 18th February 2026 PM

The FULL chart deck is available to paid subscribers

The Crude Chronicles discusses:

* A 30,000ft view of the current state of the Oil markets

* Why the current supply and demand narrative doesn’t quite add up

* What 800 years of commodity history shows us is coming down the road

* Problems in the Permian?

* Tracking marginal supply and costs in oil production, including why the cost of supply is critical moving forwards and well productivity growth

* USA & Saudi Arabian Oil relations - is there a deal behind the scenes until after the mid-terms?

* Rials/USD mechanics and why that is imperative for the balance sheet outlook of Saudi Arabia

* Key metrics you need to look at in order to pick oil companies to invest in

* EBITDA, DD&A and much more

Contact Information & an article to read

Email: [email protected]

Website: thecrudechronicles.substack.com - The Crude Chronicles

Twitter/X: @crudechronicle

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DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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