energy
CoalAI.
Core Natural Resources: Coal Cannibal
energy
AI
Food & Macro
Everything vs Artificial Intelligence: Part 2
AI
You Can’t Eat Tokens
Basics vs Artificial Intelligence: Part 1
energy
Opec Infighting: Trojan Horse
The UAE Trojan Horse
OPEC Infighting
Reading the setup in OPEC and Crude.
State of Offshore ⚓️
A long/short story. To the brink and back. M&A potential.
Downside by Philo
A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
energy
Vermilion Energy (vs A.I.)
Oil & Gas -Vs- Semiconductors & A.I.
Downside by Philo
Why I don't like Transocean.
A pre-bankruptcy offshore driller.
Newsletter
Valaris. Unlocking more value.
Debt-free leading offshore driller has more levers to pull.
Newsletter
Valaris, literally striking oil.
Offshore Drilling Company. Investment opportunity in the equity and debt.