Pinned Tweet
This Week in Oil is out!
This Week in Oil
bisoninsights.info/p/this-week-in…
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Josh Young retweeted
Facing Into the Storm: Investing in Small Cap Oil & gas Stocks
Keynote presentation for the LD Micro Main Event Conference
Keynote presentation for the LD Micro Main Event Conference
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Josh Young retweeted
@JoshYoung On the bright side, the failure to maintain investment for an eventual Iranian conflict has left us more upside. The scale of this damage will take years to recover from. What that looks like who knows.
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This seems to contradict claims by the Trump administration and certain media outlets that more oil is flowing through the Strait of Hormuz now than before the war.
Unless they are counting the oil spilling from damaged tankers!
Unless they are counting the oil spilling from damaged tankers!
Despite Iran’s efforts to disrupt energy shipments, oil exports from the Persian Gulf are roaring back and have surpassed pre-conflict levels.
The message is clear: Iran’s threats have failed to stop the flow of energy to global markets.
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Got oil?
Yemen's Houthis announce they struck Saudi Arabia's East-West crude oil pipeline and multiple of its pumping stations, as well as 6 other Saudi targets, including Saudi Aramco oil facilities. @HormuzLetter
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Worth watching
BREAKING: Heavy GPS jamming is underway right now across the Persian Gulf and the Strait of Hormuz, with flight-tracking maps showing commercial airliners flying erratic, jagged paths through the region as satellite navigation signals are disrupted.
Flightradar24 data shows rways, Qatar Airways and Turkish Airlines deviating from standard routes over the Gulf, with their transponders broadcasting corrupted position data.
It comes as Donald Trump leans toward resuming major combat operations against Iran, with U.S. carriers loading bunker-buster bombs and the Pentagon presenting options for strikes.
The exact same electronic warfare blanketed the region in the hours before the February 28 strikes, when more than 1,100 vessels had their GPS and AIS systems spoofed or jammed in a single day.
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Great chart. Oil has lagged inflation for too long.
OIL - STILL EARLY
While oil has now clearly broken out, one could wonder what is the upside potential left for this commodity.
Adjusting it for money supply, one could see that oil remains in the lower end of its long-term cycle, with its former tops now equivalents to ~$400 .
While this doesn't mean that the next bull market will top at those levels, this gives an idea of its upside potential.
#OOTT $XLE $PBR
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Ironic.
The more money moves to passive funds and ETFs, the better opportunities for outperformance from picking stocks.
The more money moves to passive funds and ETFs, the better opportunities for outperformance from picking stocks.
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I'm demonstrating this in real time on Bison Insights. Come see for yourself. bisoninsights.info/subscribe
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Josh Young retweeted
I don't think it's too late for oil and gas stocks. Many of them are still barely off of their multi-year lows. Trading at huge free cash flow yields and large discounts to their replacement costs. Come see some of my favorites:
@crashof2026 I've shared 11 ideas on Bison Insights. And I'm heavily discounting subscriptions to enable access to them. bisoninsights.info/subscribe
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