Toggle navigation
TWunroll
TWunroll
faq
Contact US
Shales From The Crypt
ViscosityRedux
A thread on renewable diesel.Why it matters. Why you should care. Where you can look.#EFT In a nutshell, this. $NESTE. Largest player in renewable diesel. Up >600% in 5
Read more
Checking in on the energy investing framework as we approach year end 2020 First we revisit the rules. 1) Equities follow crude 2) Crude timespreads momentum dictates crude price momentum.
Read more
It’s all the same tradeUS $A top down look with thoughts on implications for Energy Some context – the USD smile theoryThe USD holds both domestic and int’l elements driving
Read more
$XOM issued a press release 11/30 with updates across a number of fronts, including a significant impairment of upstream assets. A discussion follows.https://corporate.exxonmobil.com/News/Newsroom/News-releases/2020/1130_ExxonMobil-to-prior
Read more
Periodic, unsolicited musings on Value vs Growth:It’s looking as though the most recent spell of Value outperformance over Growth is over after yet another consistently brief period of strength The
Read more
Bakken is arguably (one of) the marginal basins in the US. Quick recap on what the industry is seeing and saying for Bakken outlook (spoiler one of these things is
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree