Why an Iran-driven oil price spike is likely to be short-lived
I wrote a few times this weekend on LinkedIn that I don’t expect prolonged oil price spikes to follow US military action against Iran. The
March 2, 2026
I wrote a few times this weekend on LinkedIn that I don’t expect prolonged oil price spikes to follow US military action against Iran. The
The US struck Iran early Saturday morning. It was the same way with Venezuela. That’s not a coincidence. One of the first things I noticed
The phrase “commercial success” appeared 13 times on Targa’s earnings call last week. What does that even mean in midstream? Targa Resources is a massive
The skills gap gets all the attention. The visibility gap does all the damage. 👉 Other people have to know that you know what you
Valero’s stock price is up 50% over the past year. ConocoPhillips’ is up 13%. EOG Resources’ is down 7%. It’s the same energy sector, but
So far in 2026, Targa’s stock is up 26%. The S&P 500? Flat. And buybacks are an important part of the story. Last week Targa
