Shell is correctly priced as the primary beneficiary of potential Venezuelan oil production increases; favor long Shell over short Exxon.
Bullish
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David Lin Published Sep 15 · 3 passages
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It looks like Shell is in the lead 62%. uh whether or not a Shell or Exxon, I'll let you comment on that, but the bottom line is whether or not Venezuelan oil production will kick in early enough to make a difference.
Yeah, the problem with that one is that as far as I understand it, Shell's pretty much into the gas. But yeah, they might be. I mean, I think the odds are right actually.
Uh so Shell is the most likely of those three quite rightly priced I think there I would probably be long shell short exon right there.
What this channel has said about $SHEL
David Lin has only this one call on this stock.
2026-09-15BullishThis one
It looks like Shell is in the lead 62%. uh whether or not a Shell or Exxon, I'll let you comment on that, but the bottom line is whether or not Venezuelan oil production will kick in early enough to make a difference.