How I Position KSG Relative to Competitors
I don’t really think about competitors at KSG. I know that’s a convenient belief to hold. Here’s my rationale. Paige LaCour asked me a great
July 12, 2026
I don’t really think about competitors at KSG. I know that’s a convenient belief to hold. Here’s my rationale. Paige LaCour asked me a great
Q2 earnings results will be here soon. Which oil & gas sector do you think will show the largest YoY profit margin improvement? We got
Want some James Bond in your oil market news? A South Korean shipping tycoon has your back. No Daniel Craig required. Bloomberg reported on Sunday
On Tuesday, ExxonMobil announced they expect over $5B in war-related Q2 profit. And wow was their messaging delicate. The $5+B in incremental profit comes from
Chevron signed a 20-year power delivery agreement with Microsoft. And 94% of folks think that’s not the last such O&G deal this year. I ran
If oil & gas producers get more serious about exploration in 2027, where is the spend going? My latest poll was a landslide. The upstream
