HeyJaredFoundations of Energy
A learning & development resource for those wanting to learn energy from the ground up. Discussing and analyzing the foundations of energy, from oil & gas to renewables and beyond.
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest issues
Texas Data Center Pause, Diesel Export Ban, OFS Poll, Rig Count (opens the original)
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<img alt="Sunday Energy Brief" class="sizing-normal" height="200" src="https://substackcdn.com/image/fetch/$s_!VUBI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0677a663-64f8-4516-91ad-05ef223c3aac_1100x200.p
Banning US diesel exports could backfire (opens the original)
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The Trump administration is reportedly considering a ban on US diesel exports.The political motivation is clear. Midterm elections are on November 3, less than six weeks away as I write this, and US diesel prices are at record highs above $6.50 per gallon.The logic behind a ban is simple. All else equal, if you remove international demand from US diesel markets, prices will move downward.That would be true of nearly any market. Hold supply steady, reduce demand, and prices fall.
US diesel prices are at record highs with little relief in sight (opens the original)
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On September 11, AAA reported that US diesel prices hit a new record, crossing $6 per gallon for the first time.Prices have continued to climb in the two weeks since, and are now at $6.51.Yes, this is a knock-on effect of the ongoing geopolitical ruptures between Russia and Ukraine and throughout the Middle East.But diesel is uniquely affected here. Based on the latest EIA data, Gulf Coast diesel is selling for $1.10 per gallon more than Gulf Coast gasoline, even though both come from the same b
Energy Framework, Venezuela Deals, Oil and Treasury Yields, Refining Capex (opens the original)
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<img alt="Sunday Energy Brief" class="sizing-normal" height="200" src="https://substackcdn.com/image/fetch/$s_!VUBI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0677a663-64f8-4516-91ad-05ef223c3aac_1100x200.p
Treasury Yields, Venezuela Poll, China's Crude Imports, Saudi Pipeline (opens the original)
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<img alt="Sunday Energy Brief" class="sizing-normal" height="200" src="https://substackcdn.com/image/fetch/$s_!VUBI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0677a663-64f8-4516-91ad-05ef223c3aac_1100x200.p
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