resources
OPEC Infighting
Reading the setup in OPEC and Crude.
State of Offshore ⚓️
A long/short story. To the brink and back. M&A potential.
A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
Vermilion Energy (vs A.I.)
Oil & Gas -Vs- Semiconductors & A.I.
Why I don't like Transocean.
A pre-bankruptcy offshore driller.