Resources

SMU Spindletop Energy Investment Fund

A full student primer: history, the three sectors and four verticals, midstream, downstream, OFS, royalties, and power. A great one-stop overview.

Tudor, Pickering, Holt & Co.

A sell-side energy primer from a well-known energy bank. Strong on how the sectors fit together.

U.S. Energy Information Administration

Free and public. The most reliable plain-English reference for the fundamentals.

Energy Institute

The annual data bible: global production, consumption, and reserves, free to download.

Javier Blas & Jack Farchy

How a handful of commodity traders quietly move the world's oil, metals, and grain. Reads like a thriller.

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Your pick. A look at how the pieces of the energy world knock into each other.

Norman J. Hyne

The plain-English bible for how oil forms, how you find it, and how you get it out of the ground.

Daniel Yergin

The definitive history of oil and the power that came with it. A Pulitzer winner and the place most people start.

Daniel Yergin

Yergin's follow-up on where energy and geopolitics are heading now, from shale to the transition.

Gregory Zuckerman

The wildcatters and gamblers who kicked off the U.S. shale boom. Great on the people behind the plays.

The U.S. government's free, plain-English explainer on every corner of energy.

A daily blog that breaks down real market plumbing: pipelines, spreads, LNG, and NGLs.

Data-driven takes on basins, deals, and production from one of the big energy data shops.

A free, well-organized crash course on the whole industry, upstream to downstream.

The go-to free walkthrough of how oil & gas financial models actually get built.

Industry trade press: technical and market news the pros actually read.

Deals, plays, and executive coverage across the North American oil patch.

The Society of Petroleum Engineers' journal, good for the technical side.

Long-form interviews on energy, policy, and markets from Columbia's energy center.

Joe Weisenthal and Tracy Alloway go deep on commodities and the guts of markets.

A long-running roundtable on energy markets and the transition.

Weekly macro and commodities interviews, often heavy on crude.

Energy private equity and the personalities of the oil patch, from Digital Wildcatters.

Deep, wonky episodes for when you want the detailed version.