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$120M in 90 Days: The Sinokor Milk Run

Why a $120,000 per day TCE spike creates a $10B valuation gap between boom and normalized scenarios
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The $500B Disruption: From LNG to Jet Fuel and the Cost of Hormuz
 • Fabian Vera
9 Terminals, 10 Million Tons, 1 Strategic Pivot
 • Fabian Vera
The Orinoco Challenge & The True Value of Venezuela's Oil Reserves
 • Fabian Vera
Venezuela's $13.7B Shadow Fleet
 • Fabian Vera
The $900M LNG Terminal in the Gulf of Gdańsk
One 6.1 bcm unit, four off-takers, and Poland’s path to a 50 bcm regional gateway by 2030.
 • Fabian Vera
Magnolia’s $4.2B WildFire Bet on the Eagle Ford
What 50,000 boe/d, now under new management, means for crude in 2027 and 2028
 • Fabian Vera
LNG, Brownsville, and a 50-year lease on Space Fuel
Pricing Starpipe with the Damodaran workflow, from a 32,000-tonne bear case to a 200,000-tonne bull.
 • Fabian Vera
License X, 1B Barrels, and the Global Race to Build Oil Reserves
Why Reserve Race Holds Even as Iranian Barrels Return
 • Fabian Vera
A 60-Day (Conditional) U.S.-Iran Peace Deal
Why Hormuz at 82% utilization implies a 2% valuation premium hiding 30% LNG NPV hits
 • Fabian Vera
Hormuz Reopens, 250 Tankers Wait: The Asymmetric Unwind of a $74 Crack
Why 600 stranded vessels, 21 days of jet supply, and 97% Gulf utilization make crack spreads the only price worth watching
 • Fabian Vera
The Big American UNO Reverse Card: How 53 Years of Energy Dependence Got Reversed Overnight
From 1973 Crisis to 2026 Dominance and Why 47% of US exports going to Europe changes OPEC+ math
 • Fabian Vera
Fabian Vera
Energy Project Finance, Oil, LNG, & Asset Valuations Isaiah 40:31 | 10x Tech Author | 4x Marathon Survivor 2x 200-mile Texas Independence Relay Finisher

Fabian Vera

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