Ahead of what will be a holiday week off to celebrate America’s Birthday, we have five thoughts we wanted to share this week around key themes, research ideas, and some what ifs that we are thinking about:
- What will it take to get the traditional energy sector, in particular those exposed to the crude oil value chain going again?
- Private versus public company mindset and opportunities.
- Domestic coal.
- “Some of the above” as the correct macro framework for specific regions.
- A changing Middle East.