The Oil Report

The Oil Report

Trading the Energy Supercycle 1

Convergence. The perfect storm is right now!

Tim Duggan's avatar
Tim Duggan
Jun 08, 2026
∙ Paid

Global upstream oil and gas spending has fallen 55% since 2015 just as electricity-related investment has crossed 60% of the total; the convergence is clear for a brave new era of energy supply and demand.

This is Part 1 of 4. Part 2: The demand shifts up. Part 3: The players and landscape. Part 4: The playbook

If you like this report, please do smash the…

User's avatar

Continue reading this post for free, courtesy of Tim Duggan.

Or purchase a paid subscription.
© 2026 Tim Duggan · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture