Upstream oil & gas industry map

Best viewed in your browser

A few Substack writers and other market commentators have recently argued for a recovery in energy stocks. While such a recovery has already been witnessed for XLE and OIH, many Asian upstream names are still lagging behind the broader index. For that reason I have decided to dig deeper into the sector.

The case for a higher oil price

Demand

IEA expects …

This post is for paying subscribers