by Polygon Aegis | Apr 24, 2026 | Capital Allocation, Energy, Oil, Polygon Aegis, Private Equity, Stocks, Superannuation, Value Investing, Wealth & Wellness Code
Occidental Petroleum Corp (OXY) Selective Opportunity in Big Oil – OXY as a leveraged expression. Executive Summary Oil markets are currently pricing a period of sustained supply constraint. The forward curve implies: ~$70–75 average oil over the next two years...