Arjun Murti is a long-time energy analyst and investor. We cover Exxon's rich history dating back to John D. Rockefeller, the Supermajor supply chain, and what the future of the energy market might look like.

Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.

Matt Smith is CEO & Chief Investment Officer, Ian Singer and Kobi Platt are Partners at Deep Basin Capital. We cover global oil supply and demand shocks, oil price war and its impact on US energy market, and long-term investing in the energy sector.

A veteran commodities trader shares a current (March '22) perspective on the factors influencing the oil price rise and how to slow it.

A series of short videos focusing on the American shale revolution and how it has transformed oil markets globally.

A primer on the history and different types of natural gas, the critical role it plays in society, and its place in an energy transition.

Bison Interests' summary of the drivers behind the record cash flow being enjoyed by oil and gas producers.

Josh outlines his background, research process and investing philosophy, and shares what makes an oil asset a compelling investment.

A straightforward guide to the oil industry, covering the chemistry involved, refining processes and methods of extraction.

A Pulitzer Prize winning look at the history of the oil industry, the struggle for power and wealth, and how oil has shaped the world.