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The Hormuz Triad: Energy, Chemicals, and Fertilizer
March Energy Report: The Hormuz Edition
Mar 6
•
Mihail Stoyanov
115
4
18
Monthly Summary: February 2026
This is your list of all articles and reports published in February.
Feb 28
•
Mihail Stoyanov
2
2
Treasure Hunting in Down Under: High Octane ASX-listed Miners
February Critical Minerals Report: The Koala Edition
Feb 27
•
Mihail Stoyanov
8
4
2
Place Your Bets: Capesize Bulkers and Small LPGs for Strategic Bets, LNGCs for Tactical Bets
January Shipping Report: The Market Review Edition
Feb 20
•
Mihail Stoyanov
8
3
A 3-4x in the Next Offshore Squeeze? Betting on Jackups
Undervalued and Underwater: A Deep Dive into Jackups
Feb 6
•
Mihail Stoyanov
and
Hugo Navarro
23
5
6
Monthly Summary: January 2026
This is your list of all articles and reports published in January.
Feb 3
•
Mihail Stoyanov
6
2
Want to Buy a Suezmax Tanker for Bunker Barge Money? Think Twice Before You Go
January Shipping Report: The Nano Scam Edition
Jan 23
•
Mihail Stoyanov
12
5
1
The LatAm Election Season Starts Soon; Thoughts on Gran Colombia, Populist Measures, and EM debt
January LatAm Report: The Colombian Edition
Jan 16
•
Mihail Stoyanov
7
1
"Experts", Experts, Offshore Thesis, and Venezuelan Oil Capacity
January Energy Report: The Venezuelan Edition
Jan 9
•
Mihail Stoyanov
18
4
Ruminations on 2025 Performance and 2026 Shopping List
Last year was successful for me.
Dec 30, 2025
•
Mihail Stoyanov
23
8
4
2025 Summary: Bestsellers, Bottom Fishes, and Odd Balls
A Brief Review on 2025 Publications
Dec 29, 2025
•
Mihail Stoyanov
1
1
Monthly Summary: December 2025
This is your list of all articles and reports published in December.
Dec 28, 2025
•
Mihail Stoyanov
1
1
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