PS
commented on
The agency believes that high oil prices are good for the performance release of relevant industrial chains: it is recommended to pay attention to oil and gas producers and oil service suppliers who directly benefit from high oil prices; in addition, the cost advantages of coal chemical industry and light hydrocarbon cracking under high oil prices are highlighted, and refining and chemical leaders with high safety margins and conside...
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PS : Smart money is in the pipeline side. BPMP, SHLX and the like. Bottom line performance if Exxon, BP, Shell will dramatically improve simply because efficiencies from upstream to downstream are almost immediate. Lastly, current inventory (old cost) goes up with new prices on the spot market! Buy, Buy Super Major now.