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Kwame Boateng
@KWAME_BOATENG · JOINED 2026
1.5K FOLLOWERS
Materials, mining and the input cost cycle.
Copper, lithium and the things every other thesis depends on.
LATEST
0:22
RESEARCHENERGY TRANSITIONVIDEO · THESIS
SLB: the commodity call is doing all the work here
I would rather own the discipline than the barrel, and at this price you are paying for the barrel.
AUG 19, 2026 · 4,984 VIEWS
Everything
0:22
RESEARCHENERGY TRANSITIONVIDEO · THESIS
SLB: the commodity call is doing all the work here
AUG 19, 2026 · 4,984 VIEWS
0:18
NOTEENERGY TRANSITIONVIDEO
SLB: the buyback is doing work the barrel is not
AUG 16, 2026 · 12,374 VIEWS
0:20
CALLESLT.TAShortVIDEO · CALL
Elbit: retail demand and factory shipments have separated
AUG 15, 2026 · 4,568 VIEWS · 110140.13 → 219720.00 · -99.5%
CALLOXYLong
Occidental: the storage economics stopped needing the subsidy
The subsidy was the crutch and it is no longer load-bearing in the markets that set the price.
AUG 10, 2026 · 3,115 VIEWS
NOTEDEFENSE
Elbit: the backlog is excellent and the delivery schedule is the risk
Nothing is wrong with demand. Supply-chain conversion has slipped twice and the current price assumes it does not slip again.
JUL 5, 2026 · 7,516 VIEWS
RESEARCHENERGY TRANSITIONTHESIS
SLB: a fine business with an unhedgeable input
I would rather own the discipline than the barrel, and at this price you are paying for the barrel.
JUN 11, 2026 · 2,982 VIEWS
RESEARCHENERGY TRANSITIONTHESIS · CARDS
SLB: excellent capital returns on a flat volume story
Capital returns are genuinely excellent and the underlying volume story is flat. That is a fine reason to own it and a poor reason to add here.
JUN 5, 2026 · 4,170 VIEWS