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…a potentially strong(ish) volume set up in(to) 2027. Own exposure to volume here especially in the Permian (i.e. Midstream). Happy to chat how we play this in the model portfolio (TRGP is our largest long…

…Granted, not a particularly interesting fact in itself. What is interesting, at least to us, is that some of the upstream speakers were making the case that WTI could exit 2027 around $80, and they…

Today marks the 100th day of the Iran conflict. On the heels of Friday’s sell‑off, the story stopped being ‘just an oil shock’ and became a potentially full macro regime shift, rippling through factors and…

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