RESEARCHCVX3 months ago2.7Kviews

Chevron: merchant economics now clear without support

Unsubsidised four-hour storage clears in three markets on merchant economics alone. That changes who the buyer is and how the contracts are written.

Omar Farouk@omar_farouk

Evidence · 2 cards

The case

Chevron: merchant economics now clear without support

Unsubsidised four-hour storage clears in three markets on merchant economics alone. That changes who the buyer is and how the contracts are written.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.