MacroEdge Oil and Gas Research Arrives This Weekend, and Much More in Store
In this brief offerings update, we discuss MacroEdge Oil and Gas Research - arriving this weekend - a transformative MacroEdge offering for the energy sector - and more.
Don Johnson (@DonMiami3), Chief Economist
Good Wednesday evening MacroEdge Readers and Community,
This evening is full of exciting updates as to what we are rolling out this month under our Macro Research offerings over the course of August. Part 3 of 5 of our Midyear AI Bubble & Data Center Construction series will be available on Friday afternoon - between the Midweek Macro Note - available tomorrow evening, and the Redeye Macro Note - available Saturday evening.
MacroEdge Ozone will continue to serve as the backbone of our global macro research, data, strategy, commentary, and more - but these new offerings serve as enhancements for those individuals and firms looking to build on the MacroEdge experience and take it to the next level. Many will find the experience of all three: MacroEdge Ozone, MacroEdge Oil and Gas Research, and MacroEdge Portfolio Strategy - to be the best way to experience MacroEdge, and I would recommend it as such for a variety of reasons. Each offering will bring something unique and different to the table - as outlined below.
This update is going to be kept brief to go over each one of our new offerings on an individual basis, and we’re going to skip the non-op oil and gas component until Saturday - when we’ll have more time to cover it in greater depth.
As for the next Ozone Reports - and Oil and Gas Research Reports - the schedule is as follows:
Thursday (Midweek Macro Note)
Friday (Midyear AI Bubble and Data Center Construction Report, Part 3 of 5)
Saturday (Redeye Macro Note) and Welcome to Oil and Gas Research (O&G Research team)
Sunday (Weekly Macro Note)
Below you will find the breakdown of each offering and the soft and hard launches - two of three of these additions will be expanded here within the Substack ecosystem - and will be extremely easy to access and subscribe to for the nearly 23,000 of you reading and following us now on Substack.
Also - a very nice comment to echo the sentiment I have about everything we’re building both here at MacroEdge, and beyond in our other portfolio companies - thank you to Em from Japan:
MacroEdge Oil and Gas Research
Arriving Saturday 8/8 for Soft Launch, Wednesday 8/12 for Full Launch
Follow the Oil and Gas Research team on X at @MacroEdgeEnergy
The welcome note will be available on Saturday 8/8, while the first report will be available on Wednesday 8/12.
Energy markets are not governed by financial abstraction or surface-level headline narrative. They are driven by physical realities, structural capital cycles, and complex wellhead economics.
MacroEdge Oil & Gas Research is our entry-level intelligence platform built explicitly for those deploying capital across the energy value chain. We bridge the gap between high-level global commodity macro: tracking structural underinvestment, physical supply-demand imbalances, and capital flows, and ground-level asset performance across upstream operations and non-operated working interests.
While consensus follows lagging data and rear-view financial modeling, MacroEdge evaluates the structural drivers moving the sector before they manifest in price discovery. Whether you are an upstream operator, non-operated working interest holder, private equity sponsor, family office, or independent investor, our platform provides the empirical rigor and actionable strategy required to navigate volatility, manage downside risk, and capitalize on structural market dislocations.
What’s Included with Oil & Gas Research
Subscription Pricing:
Standard Tier: $75 / month (or $750 / year)
Team Tier: 20% discount for 3+ users
Corporate Tier: $2,000 – $5,000 / year (Custom institutional seat allocations & direct advisory access)
Subscribe at MacroEdgeEnergy.substack.com/subscribe to upgrade.
1. Weekly Oil & Gas Macro Update (Every Saturday)
The Pulse of Oil & Gas: Every Saturday morning, we deliver a deep-dive macro synthesis dissecting the physical and financial forces driving the energy complex. We look past headline noise to map out structural shifts across:
Physical market fundamentals (crude & natural gas balances, inventory draws/builds, decline rates)
Global capital expenditure trends, cost of capital, and rig/frac spread dynamics
OPEC+ strategy, geopolitical friction points, and global trade flow dislocations
Broader macro liquidity, monetary policy impacts, and inflation dynamics
2. Weekly Strategy Update & Live Portfolio Access (Every Wednesday)
The MacroEdge Oil & Gas Portfolio: Every Wednesday, we release our dedicated Strategy Update, walking through our active positioning across public equities in the energy sector. As a subscriber, you get real-time transparency into how we translate macro frameworks into actionable risk management and portfolio execution.
Real-Time Portfolio Access: Continuous visibility into active holdings, asset allocation, and cash positions.
In-Depth Commentary & Analysis: Comprehensive breakdowns of the fundamental thesis behind every position.
Trade Update Notes: Instant alerts and notes published as trades, rebalances, and exits are executed in real time.
3. Real-Time Intel, Market Event & Headline Flash Notes
Energy moves fast, and structural dislocations do not wait for a weekend column. Throughout the trading week, subscribers receive frequent, high-conviction updates covering:
Breaking market events, supply disruptions, and policy/regulatory shifts.
Real-time analysis of earnings, M&A activity, and A&D deal flow across key basins.
Tactical trade setups, opportunistic entries, and strategic risk-mitigation notes.
Position Your Capital Ahead of the Market
In an era defined by capital discipline, geopolitical realignments, and shifting energy regimes, static analysis leaves money on the table. MacroEdge Oil & Gas Research equips you with the institutional-grade data, field-tested expertise, and forward-looking clarity needed to act before the crowd catches on.
Subscribe at MacroEdgeEnergy.substack.com/subscribe to upgrade.
Looking for More for More? MacroEdge Oil and Gas Economic Advisory Services and Offerings Available on Tuesday 9/1
At MacroEdge, we view energy through the dual lens of global macroeconomic drivers and ground-level asset economics. We provide specialized economic intelligence and strategic advisory designed specifically for those operating and deploying capital in the oil and gas ecosystem.
With decades of combined experience in the industry, our vantage point is fundamentally different from traditional financial desk research. We look past rear-view economic indicators to focus on leading physical signals: rig counts, wellhead economics, infrastructure bottlenecks, and capital flows. By synthesizing macro liquidity and global supply dynamics with micro-level asset performance, we pinpoint emerging market dislocations, supply-side constraints, and asymmetry in risk well before they manifest in consensus forecasting.
We partner alongside private equity, family offices, upstream operators, and non-operated interest holders to translate macro volatility into a competitive advantage. Whether evaluating deal flow, hedging exposure, or timing capital deployment across the commodity cycle, MacroEdge delivers the rigorous, data-driven foresight required to position capital ahead of the market.
Interested in custom institutional research, bespoke modeling, or strategic board-level advisory? Contact our team directly to discuss full Economic Advisory engagements.
MacroEdge Portfolio Strategy
Arriving August 27th for Soft Launch, August 29th for Full Launch
Portfolio Strategy is a subscription offering at $85/mo or $900 annually, giving members book access to our flagship strategy vehicle. Subscribers get access to both MacroEdge Portfolio Strategies — the MacroEdge Global Macro Flagship Strategy and the MacroEdge Oil and Gas Strategy — along with strategy notes, ongoing updates, and a once-a-week Portfolio Strategy update to keep you positioned as the market moves.
More information available next Wednesday, following the first official Oil and Gas Research publication.
I am thrilled to see where these new offerings take us for the rest of the year and beyond, and look forward to enhancing decision-making around the globe for you, our readers, clients, and community members.
Have a great evening, and catch you tomorrow.
Don
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