Energy Rogue

08/07/2026

What if the problem isn’t oil refining itself?

What if the problem is how we’ve been refining oil for the last century?

Traditional refining was built around enormous facilities, extreme temperatures, complex processing equipment and significant emissions.

Green Fuels Operating is pursuing a very different model.

Our patented NZET™ refining technology uses a modular, closed-loop process designed to dramatically reduce refinery emissions while still producing the fuels our economy depends on.

- Diesel.
- Jet fuel.
- Naphtha.
- Asphalt.
- LPG.

Same fundamental need.

A radically different approach to producing it.

The GFO development model targets greater than 99.8% emissions reduction compared with the conventional refinery comparison used in our project studies.

That changes the conversation from:

“Do we need refineries?”

to:

“Why would we keep building them the old way?”

🎥 Watch the short conversation with the GFO team.

Learn more about the future of refining at https://www.rfr.bz/f12eb1e3f

07/29/2026

Join Brian from Energy Rogue at the Oklahoma Energy Producers Alliance (OEPA) fall meeting on October 1st and 2nd.

Where: Glenpool, OK
When: October 1-2, 2026
Where to Register: https://www.rfr.bz/f1d9d09d9

We'll be providing a crucial legislative update for 2026 regarding energy and oil and gas production. We'll also address the significant and rising issue of oil field theft impacting producers in Oklahoma.

Additionally, we'll dive into the dynamic world of oil markets. Don't miss this essential discussion for staying ahead in the industry.

Curious if anyone else is attending or has insights on these topics?
Join the fall meeting here: https://www.rfr.bz/f1d9d09d9

07/20/2026

While everyone is tracking storage vs 5 year average - there's something missing:

WHERE????

Mountain and Pacific are where a large amount of the storage overhang resides....

This will NOT help in winter....

Many will find out too late....

If you want to stay on top of trends like this every week for your Natural Gas Plan - Rogue Radar is your answer - Free 14 day trial here:

Sign up for FREE here:
https://www.rfr.bz/f8950a2f0

07/20/2026

Distillates are sending a message - and it's NOT GOOD!

At a time when all crude and products are being drawn down to contain the inevitable price spikes that lie ahead....Distillates which are the key indicator to the Commercial/Industrial economy just ADDED to stocks last week.

Question:
Is this an outlier week where something weird happened
-OR
Is this the canary in the coalmine telling us that the economy is in trouble.

This is the process we go through every week with our members in Rogue Radar - if you want to truly add this insight in managing your Diesel and Jet Fuel Sales or Purchases, then Rogue Radar is built just for you:

Sign up for FREE here:
https://www.rfr.bz/fe2309e77

06/30/2026

WTI is telling a story...

A myth really - that "all is well" with crude supply...

Today we are down over 9 mmbpd of oil production globally...

Even if the Strait of Hormuz opened in full and shipping returned to normal (psst - it isn't)...

It would take at least 90 days to get only SOME of it back...

Mark your calendars that we will have 4 months from full peace to get back only part of that production...

This will mark crude values for the next 24-36 months....

More on our Rogue Radar - 14 day free trial: https://www.rfr.bz/f9a47355f

05/29/2026

I've talked to hundreds of risk managers over the past 25 years.

Almost all of them are using lagging indicators to make leading decisions.

They look at a price chart — which shows where the market has been — and try to infer where it's going.

That's not analysis. That's hope with a chart.

The problem isn't intelligence. It's the tool.

A lagging indicator by definition tells you what happened.
A velocity signal tells you how fast things are changing.

The difference in a hedging context:

Lagging: "Crude has been above $75 for 3 weeks. I think it's bullish."
Velocity: "The rate of change in storage draws is accelerating. Supply is tightening faster than the price currently reflects."

The velocity signal lets you hedge ahead of the move — not after it's already happened.

I wrote a full breakdown in our ebook "The Rogue Method" — including the specific formula we use at Energy Rogue to calculate velocity in the crude and nat gas markets.

Get the Rogue Method TODAY 👇
https://www.rfr.bz/f1c4ba2

05/28/2026

EIA Released the Petroleum Status last Thursday - what does it mean?

Commercial Crude draw down by 7.9 mmb & SPR dropped by 9.9 mmb
but the real story is with production and products (gasoline and distillates are the real story)

Most traders scrambled to update their models.

Rogue Radar subscribers had already know what story Gasoline and Diesel are telling

Not because we predicted the specific number.

Because the fundamentals were already telling a story:
→ Production was flat to declining
→ Refinery runs were elevated
→ Import volumes had been trending lower

The draw confirmed what the fundamentals already implied.

This is the difference between data and signal.

Data tells you what happened.
Signal tells you what the market was already setting up.

Three questions to ask every Wednesday morning before the EIA drop:

1. What does the 5-year storage average say?
2. Is production accelerating or decelerating?
3. What direction are refinery runs moving?

If you can answer those in 5 minutes, you're reading the market — not reacting to it.

That's what Rogue Radar does. Every morning. Before you need it.

14-day free trial →

Introducing Rogue Radar - YOUR GUIDE to the Energy Markets!!!

05/28/2026

Bloomberg, WoodMac, Argus, Platts, OPIS, Argis

Just a Bloomberg terminal is $31,980 per year.
That's what a single Bloomberg Terminal costs in 2026.

That's $2,665 every month.
For one user.
At your desk.

Add in the others and you are stacking a HUGE investment into platforms that give you DATA but no CLARITY.

Rogue Radar is $89/month.

Both give you daily crude oil and natural gas market intelligence that gives you CLARITY before the market moves.

One gives you a 35-million-instrument firehose that you still have to interpret yourself.

One gives you a pre-interpreted, color-coded signal every morning in 5 minutes.

The $89 option.

You don't need 35 million instruments.
You need one signal.

Try Rogue Radar free for 14 days.
https://www.rfr.bz/f907e9c

Introducing Rogue Radar - YOUR GUIDE to the Energy Markets!!!

05/27/2026

🦝 Wednesday is coming.

The EIA drops at 10:30 AM Central.

Most traders will spend 2 hours building a view from scratch.

Rogue Radar subscribers will check one signal and know.

🟢 Green = bullish. Go.
🟡 Yellow = transition. Watch.
🔴 Red = wait.

5 minutes. Before your coffee goes cold.

Try Rogue Radar free for 14 days → https://www.rfr.bz/f661697

05/26/2026

I spent 6 years drowning in EIA reports.

Every Wednesday morning.
Same ritual.

5:45 AM: alarm.
5:46 AM: phone check. What happened to crude overnight?
6:00 AM: open the EIA website. Load the weekly petroleum status report.
6:30 AM: still reading. Making notes. Building context.
7:00 AM: check Platts. Check NGI. Check the weather models.
8:30 AM: I have a view.

That's 2+ hours every Wednesday. Before I made a single call.

Then multiply that by the rest of the week — OPEC updates, storage data, production reports, rig counts, LNG flows.

By Friday I'd spent 20-25 hours that week on data collection.

Not analysis. Collection.

There's a name for what I was doing.

Data janitor.

I wasn't a trader that week. I was a data janitor who occasionally made a trading call between spreadsheets.

The market doesn't care how many tabs you have open.
It doesn't reward time spent.
It rewards clarity.

In 2019 I stopped being a data janitor.

I built a system that compresses everything — EIA, OPEC, weather, production, storage, technicals — into a single color-coded signal.

Green means the fundamentals are aligned. Go.
Yellow means transition. Watch.
Red means step back. Wait.

5 minutes every morning. That's it.

The blueprint is free. I wrote the whole thing down.

If you recognize yourself in any part of this post, it's time to read it.

Link in the first comment 👇