Our Research

Happy New Year All! We have made some slight tweaks to the categories (see below) and we have added a short summary descriptions for each news headline we include. We realize this is a lot of…

Sharing some general feedback within and tying up some of the moving pieces around the ‘Bull vs. Bear’ debate. TRGP is in a position to potentially increase FCF by~400% from 2023E to 2025E versus large…

Our one pager… Own Integrateds/ Majors. I’m not bullish oil. I know I will get some hate mail here but there will be a decent amount of incremental South American production. OPEC has a large spare…

Thx to the almost 200 responses already! This is on track to be the highest participation survey yet… This will be your last ‘freebie’ for 2023. I plan to have results first week of January….

Our stock call on this: Own KMI. This is no knock on WMB but at a 6.3% dividend yield (vs. WMB at ~5.1%) and a ~23% and 14% discount on earnings and EBITDA, respectively, we…

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. We have also identified implied pair trades based on some of the moves in w/w short…

Happy Holidays! We have made some slight tweaks to the categories (see below) and we have added a short summary descriptions for each news headline we include. We realize this is a lot of information…

Happy Holidays! We have made some slight tweaks to the categories (see below) and we have added a short summary descriptions for each news headline we include. We realize this is a lot of information…

All closing prices are marked as of 16:00, Monday December 18th. Please see within of detailed performance breakouts. We will be a publishing a more detailed piece over the next few days going over our…

Realize some folks don’t like the EIA (or IEA) data, but the new drilling productivity report got released yesterday. Link below. LINK TO EIA REPORT: December 2023 EIA Drilling Productivity Report We generally find the m/m revisions…

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. We have also identified implied pair trades based on some of the moves in w/w short…

Please continue filling out our 2024 Outlook survey. Thx to the almost 100 responses already! Remember this is 100% anonymous (we run this through surveymonkey) and the link works on all mobile devices. So as…

Yesterday, we hosted Michael Panas of NGLS Strategy for a virtual client call focused on the Global Gas Liquids & Ammonia Trade Outlook. Specifically, Michael focused on four key topics: LPG Outlook (focused on 2024)…

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. We are also adding comments around likely implied pair trades, based on some of the moves…

Within please find a collection of news for the week. As always, please let us know if you would like to catch-up! ***For this week we are including a special category of interesting headlines following…