HeyJaredKardamow
Independent, irreverent research on energy, macro, and geopolitics.
- Indexed issues, last 90 days
- 20
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Aug 12, 2026
Latest issues
Who’s Running on Tank? (opens the original)
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Everyone who can be curtailed is — China on the crude it stored at 70 dollars, the Dutch driver on his savings and his second car, Goldman’s refiners on product stock they’re forbidden by the crack to rebuild — and the trade this week is short the Brent–WTI spread, December Brent against December WTI at 9.46 dollars on this morning’s Barchart sheet, target 6.5, out above 12. I’m writing this at 8:50 on Friday morning, Dublin time, and every level in the piece is that morning’s
The Ban That Built Brazil (opens the original)
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I’ve a confession to make about how this one was built. Anyone who’s been through a dissertation, or is still stuck in the never-ending spiral of learning that follows one, knows you skim first and only then go in close, and that’s what I’ve done here: I’ve taken a stack of reports that were unstructured, out of date and uncorrelated with each other — a Dallas Fed note from January 2022<s
Which Brent Is the Price? (opens the original)
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I promised you shorter, and this is shorter—not as much as I meant, but the week wouldn’t cut any smaller. I came into it with last week’s view still on the desk: the pump had moved upstream, the shortage lived in the crude now; watch the flat price. Then the Weekly Petroleum Status Report for the week to the 11th of September printed, and three things … <a href="https://www.kardamow.com/p/wh
The Crack Was Only the Pump (opens the original)
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A word before the numbers, because this one’s long and you deserve to know why before you scroll. Too much happened this week to file it in pieces. The weekly came out on Thursday because of Labor Day, the STEO and the OPEC report landed on top of it, Goldman and JPM both re-cut their decks, Kpler put out the China road-fuel work I’d been waiting for, and then somebody flew drones into the East-West pipeline on Thursday morning — and I sat with all of it and couldn’t find an honest place to cut,
The Crack Was Only the Pump (opens the original)
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A word before the numbers, because this one’s long and you deserve to know why before you scroll. Too much happened this week to file it in pieces. The weekly came out on Thursday because of Labor Day, the STEO and the OPEC report landed on top of it, Goldman and JPM both re-cut their decks, Kpler put out the China road-fuel work I’d been waiting for, a… Read more
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