XOM
FreeAn integrated is two cyclical businesses that rarely peak together
It traded at 162.92, +0.43% on the session. Upstream and downstream hedge each other, which is the point and also why the shares lag the barrel.
XOM1 Oct· 3 min
Greta LindqvistDemo account
Inventories, spreads, and capital discipline across integrateds and E&Ps. The barrel, decoded.
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Track Record
Prices recorded by CrumpertLast 30 days
−27.5%
Return across 10 closed calls · 3 closed up
Options (modeled): 1 call · 1 up · average +24.5%
SLBLong
$57.11 → $52.15 · Sep 9 – Sep 23
Crude Oil (WTI) (USO)Long
$156.17 → $144.08 · Sep 16 – Sep 22
XLELong
$64.03 → $61.78 · Sep 16 – Sep 22
Show all 11 calls
XOMLong
$160.66 → $163.27 · Sep 8 – Sep 17
Crude Oil (WTI) (USO)Short
$142.09 → $156.17 · Sep 3 – Sep 16
COPLong
$136.19 → $137.35 · Sep 1 – Sep 11
COPLong
$137.20 → $137.04 · Sep 2 – Sep 10
XLECall $64
$2.10 → $2.61 · Aug 31 – Sep 9
XLEShort
$65.10 → $65.31 · Sep 2 – Sep 9
XLEShort
$62.06 → $64.62 · Aug 25 – Sep 3
OXYLong
$60.18 → $60.91 · Aug 31 – Sep 2
Live calls are for subscribers. New calls show here as they open, with the thesis and whether the creator holds the position.
These are this creator’s own past results. Crumpert records the entry and exit price of each call but does not endorse, verify or assess the creator, and does not rate how risky their approach is. Opinion, not advice; not a financial promotion approved under FSMA s.21. Prices are delayed third-party data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.
Posts
8SLB
FreeService costs are the tell, not the barrel
Oilfield services traded at 57.11, -1.53% today. If you want to know what producers actually believe, watch what they are willing to pay to drill.
SLB9 Sept· 4 min
XOM
FreeDiesel margins say more about demand than crude does
Crude prices mix supply decisions with demand. Diesel margins are closer to what trucks, farms and factories are actually using.
XOM19 Jul· 2 min
LNG
FreeStorage reports describe the weather, and export capacity sets the floor
Weekly gas storage numbers move the price on weather. The longer-run price floor is being set by how much gas can leave the country.
LNG14 Jul· 2 min
Paying down debt moves value to shareholders one quarter at a time
A producer that uses its cash flow to repay debt is quietly shifting the value of the business from lenders to shareholders.
OXY26 May· 2 min
SLB
SubscribersService budgets are the first thing producers cut
The producer budget signals I watch for the first cut in activity.
SLB18 Apr· 2 min
Charging for results beats charging by the day
Oilfield services used to be rented by the day. The better business is technology priced on what it saves the producer.
SLB31 Mar· 2 min
International drilling runs on a longer clock than shale
How I split service demand between the fast shale clock and the slow international one.
SLB15 Mar· 2 min