oil and gas investing Archives

Bullish oil market illustration showing a superhero bull at a crude-oil terminal with storage tanks, pipelines, workers and a tanker ship, representing tight physical supply and energy-stock momentum.

Oil’s Bull Case Is Becoming a Physical-Market Story -( $BP $CVX $ENB $PBR $SOC $XOM $USO )

by John F. Heerdink, Jr. 2 days ago 156Views 0Likes

Oil’s latest rally is no longer just a headline trade built on geopolitical anxiety. A tighter physical market, resurgent Chinese buying outside the Persian Gulf, and fresh investment in North American crude logistics are beginning to give the bullish case a sturdier…

Sable Offshore Rings In Higher Tuesday as Goldman Sachs Sees $120 Oil Potentially On The Horizon -( $GS $SOC $USO )

by John F. Heerdink, Jr. 4 days ago 262Views 0Likes

Sable Offshore Corp. (NYSE: SOC) is opening Tuesday with renewed market momentum as crude oil prices climb toward $100 a barrel and investors revisit the value of scalable U.S. oil production. With SOC recently trading at $4.99, up $0.25, or 5.28%, in Tuesday’s…

Rooftop event setting overlooking a city skyline, featuring a branded backdrop with Chevron logos and Sable Offshore names, bar stools, cocktail glass, and a black handbag in the foreground.

Oil’s New North American Optionality: Chevron and Sable Put Barrels Back in Fashion -( $CVX $SOC $XOP )

by John F. Heerdink, Jr. September 2, 2026 415Views 0Likes

Energy investors are being handed a familiar but compelling proposition: assets with long geological lives, existing infrastructure and a clearer route to incremental production can become unusually valuable when the industry’s appetite for new supply remains selective. Chevron Corp. (NYSE: CVX) is expanding…

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

by John F. Heerdink, Jr. August 13, 2026 289Views 0Likes

Sable Offshore Corp. (NYSE: SOC) is shaping up as one of the more unusual—and potentially compelling—U.S. energy turnaround stories: a concentrated, infrastructure-backed restart of offshore California oil production just as domestic supply security has returned to the policy conversation. The latest catalyst…

Sable Offshore Corp: A Federal-Waters Story With Barrel-Size Ambition -( $SOC $XOM )

by John F. Heerdink, Jr. August 1, 2026 377Views 0Likes

Sable Offshore Corp. (NYSE: SOC) remains a classic special situation: a hard-asset offshore story with federal-water optionality, a contentious California backdrop, and enough balance-sheet complexity to keep both bulls and skeptics awake. The investment case still rests on whether the Santa Ynez…

Tag: oil and gas investing

Oil’s Bull Case Is Becoming a Physical-Market Story -( $BP $CVX $ENB $PBR $SOC $XOM $USO )

Sable Offshore Rings In Higher Tuesday as Goldman Sachs Sees $120 Oil Potentially On The Horizon -( $GS $SOC $USO )

Oil’s New North American Optionality: Chevron and Sable Put Barrels Back in Fashion -( $CVX $SOC $XOP )

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

Sable Offshore Corp: A Federal-Waters Story With Barrel-Size Ambition -( $SOC $XOM )

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