O
oil
May 2026Live view →
Where the voices land
All voices 1 voice1 bullish
Bullish
- JCJeffrey Currie ++Bullish Oil has become cheaper per unit of GDP but more irreplaceable in function, making it the rare earth of the macro system. “50 years of efficiency made oil cheaper per unit of GDP but more irreplaceable in function -- it is the rare earth of the macro system.” Open the post Five "deal" announcements, zero closed (yet). Th… · 25 May
1 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Strongly bullish
- JCJeffrey Currie ++Strongly bullish Oil companies offer real free cash flow yields of 15.5%, making them far more attractive than AI hyperscalers at 0%. “Those oil company yields are 15.5%, whereas the AI hyperscalers are 0%.” Open the post Everybody talks about the Magnificent 7, but my … · 19 May
Mentions
14 in May 2026Thu 30Wed 27 · 2Mon 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 6 mentions
- Rory Johnston 4 mentions
- Erik Townsend 3 mentions
- Patrick Ceresna 3 mentions
- Eric Nuttall 1 mention
- Michael Liebreich - @MLiebreich.bsky.social 1 mention
- Morgan Downey 1 mention
- Michael Green 1 mention
See what your own voices say about oil, every morning.
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