The creator notes that downstream companies like Phillips 66 benefit from war headlines and elevated crude prices.
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The creator discusses investment opportunities in the oil and gas sector, highlighting integrated majors, m...
Alice CeeNew
The creator discusses investment opportunities in the oil and gas sector, highlighting integrated majors, midstream companies, and downstream refiners as potential long-term holdings.
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The creator notes that downstream companies like Valero benefit from war headlines and elevated crude prices.
The creator highlights Enbridge as a midstream investment benefiting from AI data center power demand.
The creator highlights Kinder Morgan as a midstream investment benefiting from AI data center power demand.
The creator identifies ExxonMobil as a strong long-term hold for a portfolio.
The creator identifies Chevron as a strong long-term hold for a portfolio.
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