by Joseph Sykora | Nov 30, 2022 | Blog, Energy, Macro Updates
In the last two weeks, we’ve received several inquiries regarding energy equity outperformance relative to declining oil prices. Many people reference some version of the following chart: Source: Strategas, 11/29/22 For a commodity-driven sector, the...
by Joseph Sykora | Jun 1, 2022 | Blog, Energy
In prior posts, we have written about the continued tightness in oil markets driven by (among other things) structural underinvestment in productive supply over the past several years. In this post, we will focus more on the products side, specifically gasoline and...
