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Semgroup Corp Class A (SEMG US)
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20
Analysis
Energy
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United States
SemGroup Corp. moves energy through a network of pipelines, terminals and storage tanks. The Company purchases, sells, processes, transports and stores energy, including gas liquids, asphalt and refined products.
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bearish
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Thematic (Sector/Industry)
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29 Apr 2015 22:41
Saudi Succession shifts solidify supply surge
In recent months Saudi Arabia has added the equivalent of half a Bakken in production as they try to front run a likely Iranian nuclear deal in...
Emad Mostaque
273 Views
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bullish
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Thematic (Sector/Industry)
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16 Apr 2015 23:13
Bubblin' Crude, Black Gold, Texas Tea - A Model for Buying The Dip
This is the start of a short series of thought pieces related to crude oil. This first one is a quick-and-dirty model for looking at swings in oil...
Travis Lundy
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305 Views
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bearish
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Thematic (Sector/Industry)
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31 Mar 2015 11:30
Oil is going to break $40 before E-2Q, but there is money to be made whether you are a bull or bear
The clearest trade to me right now... Is monetizing the volatility in Oil through options Now I am exceptionally bearish on oil for a range of...
Kay Van-Petersen
241 Views
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bearish
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Thematic (Sector/Industry)
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26 Mar 2015 08:22
Yemen - Dancing on the heads of snakes
Yemen has once again hit the headlines as structural issues lead to political uncertainty and tumult. The situation may not be as bad as the...
Emad Mostaque
302 Views
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bearish
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Thematic (Sector/Industry)
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11 Mar 2015 20:35
Will an Iran deal crack oil?
There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...
Emad Mostaque
346 Views
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