World Energy Outlook 2025
by International Energy Agency · IEA
The document everyone else argues with, and the source of the STEPS and Current Policies numbers in this article.
More resources on Oil & Gas Markets
How an Oil Refinery Works
Crude classification, distillation, cracking, reforming and hydrotreating anchored to a real plant, ending on the Nelson Complexity Index. One sitting.
A Practitioner's Guide to Trade and Commodity Finance
Fills the trade finance gap, with specialist chapter contributions covering documentary credits, standby guarantees, warehouse financing, ECA financing, receivables finance, supply chain finance, Islamic trade finance, and fintech applications. This is the 2nd edition, published in 2021 and is approximately 444 pages. The 2nd edition adds post-pandemic impacts, the Greensill Capital collapse, and Basel III reform effects.
Oil 101
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
Twelve lessons on contract specs, cash-market pricing methodology, the price reporting agencies, logistics, hedging, swaps and spreads. The only free source that teaches PRA methodology properly.
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.