Inside the commodity markets in 2020-23 — what happened and how they work
by Javier Blas · ECB Forum on Central Banking, Sintra
How traders fund themselves on short-term bank debt and why the 2022 margin spiral was briefly a solvency question.
More resources on Oil & Gas Markets
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The single best bridge between the subsurface and the barrel: chemistry, geology, drilling, refining, specifications, logistics, pricing.
EBF 301: Global Finance for the Earth, Energy, and Materials Industries
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The Prize: The Epic Quest for Oil, Money, and Power
The history of the oil industry and the pattern-library that makes chokepoint and cartel news legible rather than episodic.
Oil & Gas Industry Operations and Markets
The gentler on-ramp if EBF 301 is too dense. Videos without assignments run about three hours.