“Nobody’s Talking About This ‘Major Crisis’: Global Diesel Shortage Gets Worse | Paul Sankey”
Shell is correctly priced as the primary beneficiary of potential Venezuelan oil production increases; favor long Shell over short Exxon.
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.