A trend placed on a curve without an observable basis is a chart with an opinion. WorldbyFlow places a transition trend on an evidenced curve, states the basis for the placement, and treats a contested placement as a legitimate finding rather than smoothing it away.
Written for Covers power, fuels, or transition markets at a firm or consultancy.·Runs in the Energy domain
Covering power, fuels or transition markets is a running argument about pace and mechanism. The scans here structure it: a trajectory read with its basis stated, a market assessment with sourced figures, a dated calendar for the bodies that move prices, a driver read, an asset profile and a movement read on the flow that carries the commodity.
A transition trend placed on an evidenced curve with the basis stated, and a contested placement reported as such. The trend note, honest about what it does not know.
A market assessment with every figure's issuer named and the spread shown. The sizing section of a sector note.
A dated calendar for OPEC, a basin or a carbon market, each date's basis stated. The events that move the number.
What is moving a market, with evidence for each driver. The mechanism under the price view.
A plant, a basin or a terminal read from the record: capacity, ownership, status, documented issues.
The movement of a commodity from source to offtake: route, chokepoints, documented capacity, what the record does not show.
The order matters. The first read gives you the structure; the next ones fill the parts that are hardest to source by hand.
Check the basis for the placement. If it names the observables you would name, and admits where placement is contested, it can start your next note.
The drivers with evidence. The mechanism section, sourced.
Scheduled, expected and estimated kept apart. The calendar for the note's "what to watch" section.
A policy date, a capacity announcement or a flow disruption becomes a watched signal.
Every figure and quote links to where it came from. A claim the scan could not source is marked as such rather than dressed up.
Copy the read into the sector note as Markdown, or export it as a PDF with every figure carrying its issuer.
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