Global Oil and Gas Consolidation Offers Chinese Firms Opportunities for Deals, Report Says
A wave of mergers and acquisitions in the oil and gas sector has offered opportunities for Chinese companies to optimize their overseas assets,...
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A Pivotal Moment In Exxon Mobil's Quarterly Results
Exxon Mobil is about to report its Q1 2023 results, investors should keep their long-term view and dismiss any quarterly noise.
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Cleveland-Cliffs, Pioneer Natural Resources, Tourmaline Oil: Too Much Commodity Exposure
Whenever I get a bit too interested in macro economics I see it as a signal that I need reduce my commodity exposure. I wrote short write-ups on...
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Pioneer Natural Resources
~8x 2022 PE at $64 oil, nearly debt freeEBIT Break even at ~$30 WTI75% payout, so about 10% 2022 dividend yield15% of Permian...
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