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OXY — Ruslan Averin's Analysis · 2 entries

  1. Occidental — Catching the Oil Spike With Zero Hormuz Risk
    ·6 min read

    Occidental — Catching the Oil Spike With Zero Hormuz Risk

    Ruslan Averin on Occidental (OXY): the analysts' geopolitical hedge — a US Permian barrel that captures a Hormuz oil spike with zero Strait transit risk.

  2. Occidental Petroleum (OXY): Buffett's Hypothesis on American Shale
    ·9 min

    Occidental Petroleum (OXY): Buffett's Hypothesis on American Shale

    OXY is a leveraged bet on domestic shale longevity wrapped inside a chemicals-and-midstream chassis. The CrownRock acquisition reshaped the balance sheet. What.