HeyJaredFabian Vera
Energy Project Finance, Oil, LNG, & Asset Valuations Isaiah 40:31 | 10x Tech Author | 4x Marathon Survivor 2x 200-mile Texas Independence Relay Finisher
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 14, 2026
Latest issues
From $6.50 to Normal: How Texas Turned Dyed Diesel Into a Supply Shock Absorber (opens the original)
Read excerpt
It’s been a long September for anyone to play the Green Day song but the news of Governor Abbott over diesel shortages was not on my bingo card, so this deserved a deep dive, yès or yés?This analysis, exclusively for our paid subscribers, brings context into light of the tax-exempt fuel, lens of system dynamics, and valuation scenarios. You can subscribe in the link below.Also, there is a quick surprise inside for our friends who enjoyed the physics causal analysis featuring our patent-pending h
One Supplier, Half the Barrels: Pricing the Transatlantic Diesel Shock (opens the original)
Read excerpt
So the ongoing news of a potential diesel export ban is making more than one person to think about it at either side of the Atlantic Ocean. It’s time to make a deep dive in this topic, yès or yés?This analysis includes some context, lens of system dynamics and valuation scenarios that seek to illustrate the impact on this potential ban and its secondary effects. Let’s get after it.ContextIt is September 23, 2026, and Javier Blas offered what he called a conspiracy reading of Washington’s diesel
$108 and The American Diesel Crack (opens the original)
Read excerpt
During the weekend I saw the prices going to unknown territory and everybody began talking about derivatives again, not in Asia or Australia but in The States. So the ongoing diesel scarcity deserved a deep dive this time around, yès or yés?If you have flashback of the derivative crisis in Asia with this news, you can check that article right here.This analysis includes context, how impactful this situation is for the retailer and the commodity buyer, lens of system dynamic and scenario valuatio
The 2030 Cargo & The China Gas Holding-Venture Global Deal (opens the original)
Read excerpt
I remember a while ago an article implying that China wasn’t importing any U.S. LNG but it was still in the game like if it were yesterday. I bring this context because two days ago I saw the deal Venture Global inked for a 20-year Sales and Purchase Agreement with China Gas Hongda and made me think that this deserves its own deep dive, yes or yes?This analysis covers the deal and brings valuation scenarios using the Damodaran workflow as well as answering the rhetorical ,so what?’ for commoditi
The 400,000 Barrel Question: Yasref at the Threshold (opens the original)
Read excerpt
Today the news of YASREF made waves about the crude and its derivatives in Europe. This sobering scenario deserves a deep dive, yès or yés?This analysis, exclusive for our paid subscribers, brings context in this fluid situation and brings first-principle numbers with the lens of system dynamics and valuation scenarios using the Damodaran workflow. Let’s get after it.ContextOn 15 September 2026, an X post from @HormuzLetter reported that Yemen’s Houthis appear to have directly struck the YASREF
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.