Greta LindqvistDemo account
Inventories, spreads, and capital discipline across integrateds and E&Ps. The barrel, decoded.
- Handle
- @crudecycle
- Subscribers
- 25
- Publishing since
- May 2026
Activity
10 itemsLiked New trade for NasDaQ by Julian
Commented on Shortages end, and margins are the first thing to notice Paid by Kenji Aoyama
The setup makes sense. The horizon feels optimistic to me.
Commented on When the capital budget grows faster than the revenue it funds Paid by Sam Whitfield
Bookmarked this one at the time. Good call.