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The Fighter Jet With No Engine
Generals and Armorers
8 hrs ago
•
Anatoly Kazimirov
2
The Smelter and the Museum
To be green, or not to be.... at all
Aug 8
•
Anatoly Kazimirov
July 2026
Sweet Crude, Sour Problem
The refining-capacity constraint that broke the diesel crack weeks before Hormuz did
Jul 23
•
Anatoly Kazimirov
1
2
The Molecule Doesn't Care
Europe's energy independence is a correlated bet in a nice blue jacket — and Yamal is still writing in the volume column
Jul 17
•
Anatoly Kazimirov
1
The Road to Hell Is Paved With Oil
Why "record short crude" is a fairy tale, why the refiners are quietly loading the boat
Jul 6
•
Anatoly Kazimirov
June 2026
Drift Is a Promise. Volatility Is the Delivery.
On short horizons, the risk-free rate is noise.
Jun 26
•
Anatoly Kazimirov
Art of the kneel
Every civilisation gets the metaphor it deserves.
Jun 13
•
Anatoly Kazimirov
2
Beta of a Carcass
There is a particular kind of conviction that only becomes visible once it disappears, the way you only notice the bid was holding up the entire tape…
Jun 4
•
Anatoly Kazimirov
May 2026
The Middle Kingdom Has No Ethnonym
Barbarians, but our barbarians
May 29
•
Anatoly Kazimirov
1
1
The Spirit of Anchorage and the Liquidation Manager
Tianjin, Hormuz, and the End of the Anchorage Spirit
May 22
•
Anatoly Kazimirov
Critical Mass in Reverse
Inseparability
May 15
•
Anatoly Kazimirov
Geometry of Decline
Aftermath of 2008
May 7
•
Anatoly Kazimirov
1
2
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