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Bison Insights
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Bison Insights
@BisonInsights
Bison Insights publishes stock ideas, oil and gas macro analyses, and expert interviews from our author Josh Young. bisoninsights.info/about
- On buying the oil dip. While many are calling for the end of the oil and gas bull market, or attempting to time the market, we embrace this volatility and continue to buy discounted shares. A thread 🧵
- Shortages of oil and gas are reverberating across world economies. High inflation is coinciding with Central Bank tightening and slowing economic activity. This could trigger a recession and potentially lower oil prices. Here's why OPEC+ may support higher prices. 🧵
- Oil is in demand and on sale. Oil prices and equities are down significantly from their highs, despite strong demand, limited supply, and low valuations. Recession fears are overwhelming positive indications of a tight oil market and compelling investment opportunities.🧵
- DUC Dilemma & 2022 Oil Market Outlook: A Thread Despite the run-up in energy prices over the last year, we’re likely in the early innings of an o&g bull market. Here’s why we think 2022 could be another stellar year for oil and gas equities 🧵
- OPEC+ oil production declined in March and substantially missed quota levels
- US SPR inventories have recently been depleting rapidly. US commercial oil inventories are now larger than oil in the SPR, for the first time in decades.
- No, you didn't "miss" the energy bull market, per Bloomberg and Peters. The current rally vs past o&g bull markets.
- Business has never been better for oil and gas producers. Here's why share prices can move even higher from here, in this Golden Age of Oil and Gas Producers 🧵
- This is an ongoing thread about the global energy crisis. As the crisis unfolds, we will update here.
- GOLDMAN SACHS' CURRIE: OVER THE NEXT SIX MONTHS, THE OIL MARKET MIGHT BECOME VERY TIGHT. We agree
