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"Why Forecast?" Notes at the Margin, April 21, 2025 pkverlegerllc.com/publications/n…

"Crude OIl Markets: Most Competitive in 30 Years," Notes at the Margin, April 28, 2025 pkverlegerllc.com/publications/n…

Our View Update: "Crude Oil Markets Now Most Competitive in 30 Years" pkverlegerllc.com

"Oil Markets: Leading Indicator of Recession?" Notes at the Margin, May 5, 2025 pkverlegerllc.com/publications/n…

"The Next Energy Crisis?" Notes at the Margin, May 12, 2025 pkverlegerllc.com/publications/n…

"The Long-Term Outlook: An Ugly Scenario," Notes at the Margin, May 19, 2025 pkverlegerllc.com/publications/n…

Our View Update: "Trumpression" pkverlegerllc.com

"Diesel Use: Trade War Victim?" Notes at the Margin, May 27, 2025 pkverlegerllc.com/publications/n…

"The End of US Energy Dominance?" Notes at the Margin, June 2, 2025 pkverlegerllc.com/publications/n…

"Contaminated Oil Market Data," Notes at the Margin, June 9, 2025 pkverlegerllc.com/publications/n…

"Yet Another Disruption," Notes at the Margin, June 16, 2025 pkverlegerllc.com/publications/n…

"Donald Trump Meets the Paris Accords," The International Economy (Winter 2025) international-economy.com/TIE_W25_Verleg…

Our View update: "Hoarding and High Prices Are Coming" pkverlegerllc.com

"The Risk Premium vs. Hoarding," Notes at the Margin, June 23, 2025 pkverlegerllc.com/publications/n…

"Oil: Busted by a Few GBU-57A/B MOPs," Notes at the Margin, June 30, 2025 pkverlegerllc.com/publications/n…

"Trump's Big Beautiful Bill: Total Surrender to China," Notes at the Margin, July 7, 2025 pkverlegerllc.com/publications/n…

"Distillate Squeeze; Could AI Break the Global Economy? Possible Consequences for Oil," Notes at the Margin (July 14, 2025) pkverlegerllc.com/publications/n…

"Bifurcation of the World Oil Market," Notes at the Margin, July 21, 2025 pkverlegerllc.com/publications/n…

"A Third Distillate Disruption," Notes at the Margin, July 28, 2025 pkverlegerllc.com/publications/n…

Our View Update: "Will We See $10 Diesel?" pkverlegerllc.com