Rob Cawthon 05:17 PM 12/25/2022

Reverse from SPR release to SPR purchases will drive oil price up in 2023 $XOM $CVX $EOG $COP $APC $OXY $PXD $DVN $MRO $HES #Bullish

Scott Dyas 03:37 PM 12/10/2021

The risk will come to oil market from Jan 1, 2022 and will lead oil to $90 - Jeff Currie from GS
$XOM $CVX $EOG $COP $APC $OXY $PXD $DVN $MRO $HES #Bullish

Matthew Cameron 06:26 PM 03/09/2020

$XOM $CVX $EOG $COP $APC $OXY $PXD $DVN $MRO $HES
2/3 of new oil projects worldwide will not survive at $35/bbl.
Almost all US onshore projects (=shale oil) will not survive at $35/bbl.

Matthew Cameron 06:59 AM 03/09/2020

$XOM $CVX $EOG $COP $APC $OXY $PXD $DVN $MRO $HES

Good times on the markets in 2016-2020 were supported by #OPEC+ deals and strong #oil. Now when Russia is not supporting production cuts and OPEC+ looks like over oil may stay very low in 2020-22. Distress in US oil producers > turmoil in stocks and HY markets > US recession #bearish