Crude Takes

Clarity in Complex Markets

Turning raw subsurface data into decisive strategic edge for institutional capital allocation.

01

What We Do

From fragmented signals to a coherent investment view.

Analytics

Proprietary modeling of production, drilling, and seismic data to surface mispriced opportunities before consensus catches up.

Insights

Complex subsurface variables translated into clear narratives, so investment teams can act with confidence instead of ambiguity.

Advisory

Strategic support for capital allocation, asset underwriting, and downside protection across volatile energy markets.

02

Operating Thesis

The edge is not more data — it is extracting the signal first.

We work exclusively with institutional investors navigating subsurface-heavy portfolios.

Domains

Geology, Production, Capital

Approach

Research-Led, Execution-Aware