Our Research

May 4, 2023

‘SOL’ Thursdays: Key Changes Since Earnings Started… Midstream/ Clean Tech/ OFS/ E&P/ Integrateds & Refiners/ and Utilities

By Timm Schneider

So ‘SOL’ Fridays (‘Shares-On-Loan’) has become ‘SOL’ Thursdays. We didn’t publish this last week because the website was down as we were making the switch over to the new platform. All changes are relative to…

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April 26, 2023

The Weekly Energizer… by Schneider

By Timm Schneider

Please see below for a summary of our most recent thoughts on some other items. As always, thank you for reading! Please let us know if you have any questions or want to catch-up. Timm…

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April 21, 2023

‘SOL’ Fridays…

By Timm Schneider

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April 20, 2023

KMI (N/R): ‘Is It Just Me or Has $KMI’s Adj. EBITDA Been…

By Timm Schneider

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April 9, 2023

***Feedback on XOM/ PXD Covers Wide Array of Viewpoints…Incl. Some Comps here

By Timm Schneider

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April 8, 2023

Thx for all the thoughts on xom/pxd per wsj article…

By Timm Schneider

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April 7, 2023

WSJ out with this news article just a few minutes ago… XOM (N/R) for PXD (N/R)??

By Timm Schneider

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April 7, 2023

‘Shares on Loan’ Utilization for 04-07-2023

By Timm Schneider

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April 3, 2023

The Weekly Energizer: NYC Happy Hour/ Takes From Houston/ Next ‘Legend’ Locked/ 600+ Added to Distro

By Timm Schneider

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April 2, 2023

‘You Gon’ Learn Today:’ OPEC+ Announces ~1.1mmb/d of Voluntary Production Cuts…

By Timm Schneider

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March 31, 2023

Photos From Our Recent Houston Ship Channel Tour….

By Timm Schneider

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March 31, 2023

Shares on Loan Analysis: Noteworthy w/w changes… TRP/ PAA/ STEM/ EQT/ APA/ NEX/ TS/ IMO/ PCG

By Timm Schneider

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March 25, 2023

The Weekly Energizer… by Schneider (Houston Edition)

By Timm Schneider

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March 24, 2023

***Shares on Loan Analysis for 3/24/2023 (Energy/ Clean Tech/ Utilities)… Quick take

By Timm Schneider

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March 23, 2023

Stock Returns Required to Reach Previous 52-Week Highs… Energy + Utilities

By Timm Schneider

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