Chevron is raising its payout and is on solid footing -- for an energy name.
Look for the stock to rally and it could be strong if oil continues its trajectory.
How Interesting. On Wednesday, market participants rotated out of the un-rotation that had been in vogue for most of April.
Several signs point to underperformance for energy names in the near term.
Here's why OPEC+ has no choice but to release oil.
Let's review the charts and indicators.
This week's big energy story? A giant container ship is stuck in the Suez Canal and could be stuck there for days.
There is no shortage of oil, there never was.
Following both for potential buy setups.
Here's a hypothetical trading idea.
Holly Energy Partners is a master limited partnership that trades like a stock and can be a friend to your portfolio.
As governments pile on the cash amid COVID, let's look at how the headlines could move oil and bonds -- and how the two are 'bonded' together.
For now, they have achieved their objective, showing President Biden firmly who is in charge.
The key question is will the bond market hold here or has the Fed already started working behind the scenes supporting it?
You can't lip service electric vehicles anymore. Exxon's board moves indicate it knows its gasoline days are numbered.
I would be a buyer of these BP calls.
Those blindly chasing the reflation trade tick for tick, better pay heed to physical market fundamentals.
My favorite natgas play has been Antero Midstream, approaching a 300% gain since last March.
A sudden surge in energy prices is among the trio of factors that could put on damper on the market.
The Fed's Jay Powell pulled out the heavy artillery to help keep the economy and financial markets going, but would it be enough?
The 'reflation trade' was the theme of the day as suddenly everyone was on board with the commodity supercycle.
The macro tailwind only works for the oil market until physical market dynamics take over. When they do, unwinds can be sharp and painful.
Stay nimble and focus on the bigger picture.
These Exxon calls are way too cheap.
It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.
As prices nudge towards $60/bbl Brent today, where do things stand?
As these firms expand on their existing relationship, Palantir will provide its platform to BP on a global scale.
While oil has reached new recent highs, some of the big oil stocks have not.
Don't look for impressive results in the short run.
It's difficult to imagine oil moving higher from here without significant help from further weakening in the greenback.