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OXY: capital discipline is the alpha
The market is pricing a recession the physical data doesn't show yet.
Today's market movers
Delayed quotes · 3 up · 3 downLatest in Energy
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The EPD setup the barrel bears miss
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Reading WMB through the spread
Inventories are drawing faster than the curve implies — backwardation tells the story.
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The KMI setup the barrel bears miss
Inventories are drawing faster than the curve implies — backwardation tells the story.
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The SLB setup the barrel bears miss
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KMI: distributions are covered
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