ALPHA

Daily digests of all you need to know, and all you need to do to win in crypto.

Curated by experts, delivered to your inbox.

100% free, unsubscribe anytime.

LATEST ISSUES

The AI Boom Just Became Gas's Biggest Customer

The AI Boom Just Became Gas's Biggest Customer

Data center developers have ordered 189 gigawatts of new gas plants. Here's who collects the toll.

Energy & Infrastructure

The Pentagon Just Took a 35% Stake in Venezuela's Oil

The Pentagon Just Took a 35% Stake in Venezuela's Oil

65 billion barrels locked in for 100 years at zero cost. The investor angle nobody is talking about.

Energy & Infrastructure

Wall Street's most confusing word is making people rich right now

Wall Street's most confusing word is making people rich right now

It's called contango. It sounds like a dance. It's actually how oil traders print money when supply has nowhere to go.

Energy & Infrastructure

Canada's $27.6 Billion Tariff Hits Today. Gas Wins.

Canada's $27.6 Billion Tariff Hits Today. Gas Wins.

America broke its own LNG export record while Ottawa was writing the retaliation notice.

Energy & Infrastructure

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

Markets & Investing

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

Energy & Infrastructure