Shales From The Crypt
ViscosityRedux
Thread on one of the more interesting 10-K filings I’ve read in a while. Everything taken directly from public info, augmented with add’l info & sourcing. Information rendered without judgmentLong,
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Energy sector has underperformed the S&P 500 by 14% since mid March. What gives? Speculation follows… Sometimes it feels like the market is too clever by half. Instead of tracking
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$XOM reported 3Q earnings - thoughts after today's earnings report & conf call1) Recap of recent history2) XOM outlook & commentary3) Puts & takes from 3Q earnings conf call#EFT#OOTT Recent
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Quick thread on $XOM. @asymmetricbets put out some charts looking at $XOM and energy trends $XOM is a fascinating case study - today hovering just a hair above it's 17
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What are upstream operators saying about their proclivity to increase activity in 2H20 and 2021? The following are quotes from several mgmt teams so far during 2Q earnings season:#EFT#OOTT $APA-
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Weekly Summary in Three Parts (5/22) I. Energy Sector Thoughts & ObservationsII. Portfolio Thematics & Positioning III. Random Market Thoughts & Observations I. Energy Sector Thoughts & ObservationsDaily vol in
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Refiners are the buyers of crude. Buy a bbl of CL and spend $ to convert it to products like gasoline, diesel, etc.The business model requires the products' prices are
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What happens when an unstoppable force hits an immovable object?The next +/- month in the oil & energy market is going to be nuts. We will see some the worst
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