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Something Really Interesting Is Happening In China
For 2024, one of the main bearish headwinds for the oil market was the potential SPR release from both the US and China. As we cautioned at the start of…
23 hrs ago
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Something Really Interesting Is Happening In China
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(WCTW) Oil Pullback Is Here But The Weakness Is Not Over Yet
Two weeks ago in our WCTW, we wrote about "following the process" and what it meant for the oil market. We wrote: The combination of positioning …
Apr 22
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(WCTW) Oil Pullback Is Here But The Weakness Is Not Over Yet
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(Public) Memo - The Long-Term Is Made Up Of Short-Term Events
By: Wilson Roughly 12 years ago when I first embarked on the journey we call investing, I was naive beyond belief. I had read everything Warren Buffett…
Apr 22
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(Public) Memo - The Long-Term Is Made Up Of Short-Term Events
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(Idea) Valero Energy
Valero Energy (VLO) is a premier crude oil refiner with operations concentrated in the U.S. It offers investors the prospect of gains from increasing…
Apr 20
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(Idea) Valero Energy
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(Idea) SM Energy
Short Candidate
Apr 18
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(Idea) SM Energy
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This Is How I See The Oil Market Playing Out For The Rest Of 2024
It's that time again. It's that time to make a forecast on the oil market with almost a high degree of confidence in getting it wrong, but hey, you…
Apr 17
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This Is How I See The Oil Market Playing Out For The Rest Of 2024
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(Public) LNG Gas Export Drop Sends The Natural Gas Market Back Into Surplus
In our NGF reports as of late, we pointed to the tightening market fundamentals we were seeing for natural gas. Lower production coupled with…
Apr 16
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(Public) LNG Gas Export Drop Sends The Natural Gas Market Back Into Surplus
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(WCTW) Geopolitics Is The Biggest Distraction To The Oil Bull Thesis
Oil bulls should hate it when geopolitical headlines take over. Why? Geopolitical risks distract everyone from what's happening for the years to come: a…
Apr 15
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(WCTW) Geopolitics Is The Biggest Distraction To The Oil Bull Thesis
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(Public) WCTW - Two Variant Perceptions In The Oil Market Today And Why They Are So Important For Where We Are Headed
Editor’s Note: This WCTW was first published to paying subscribers on March 25, 2024. Our short-term view on the oil market is that oil prices are at…
Apr 13
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(Public) WCTW - Two Variant Perceptions In The Oil Market Today And Why They Are So Important For Where We Are Headed
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(Idea) Devon Energy
Devon Energy (DVN) is one of the largest pure-play domestic E&Ps, with an enterprise value of $39.8 billion. It expects to produce 650,000 boe/d in…
Apr 12
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(Idea) Devon Energy
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(Idea) Amplify Energy
Amplify Energy (AMPY) is a U.S. E&P with an enterprise value of $370 million. It produces approximately 20,800 boe/d of oil and natural gas, 59% of…
Apr 12
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(Idea) Amplify Energy
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Trade Alert - Short SM Energy
Trade Alert Shorting $250,000 SM Energy at $51.70, 4,835 shares. Target price ~$41. Oil Trading Portfolio Analyst's Disclosure: I/we have a beneficial…
Apr 11
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Trade Alert - Short SM Energy
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