Lasting Energy Chokeholds Present Buy Opportunities Across Sector

Recommandations

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1. 01 VLO NYSE ACHETER +6,24%
   Entrée $366,09 02 sept 2026

   Actuel $388,95 09 sept 2026

   Résultat +$22,86

   vs. indice +6,6% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …ow if we've really seen any of that at all. In fact, what we've seen is companies like Valero actually are are benefiting from a refined product exports as well as the higher cracks, crack spreads that Sam was talking about earlier. And so the names to like are like a Valero. That's who that's one of the names we like here. Here at tortoise. We also like Marathon Petroleum as well. But both those stocks as you highlight have done really well. They've done really well over just the last well well really over the last year, over the last couple of years. Howeve…

   the names to like are like a Valero. That's who that's one of the names we like here.

   Aller

2. 02 MPC NYSE ACHETER +3,21%
   Entrée $387,00 02 sept 2026

   Actuel $399,44 09 sept 2026

   Résultat +$12,44

   vs. indice +3,6% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …re are benefiting from a refined product exports as well as the higher cracks, crack spreads that Sam was talking about earlier. And so the names to like are like a Valero. That's who that's one of the names we like here. Here at tortoise. We also like Marathon Petroleum as well. But both those stocks as you highlight have done really well. They've done really well over just the last well well really over the last year, over the last couple of years. However, we still think that there is opportunities to make money…

   We also like Marathon Petroleum as well.

   Aller

   Contexte extrait par IA "Here at tortoise. We also like Marathon Petroleum as well."

3. 03 PSX NYSE ACHETER +1,83%
   Entrée $256,09 02 sept 2026

   Actuel $260,78 09 sept 2026

   Résultat +$4,69

   vs. indice +2,2% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …eavy oil to come to the US, which meant that U.S. refiners were basically going to be able to, to, to expand their margins. And that's exactly what has happened. And now we've seen, obviously refined product margins widen even more. And so companies like our refiners like Valero and Marathon Petroleum and Phillips 66 have all over the last couple of quarters, just seen a massive amount of free cash flow generated and a lot of that's been paid back to, to shareholders in the form of share buybacks and or dividend or higher dividends, refiners and capacity being so tight globally, how high can the refining margins really go? And how much of that upsi…

   companies like our refiners like Valero and Marathon Petroleum and Phillips 66 have all over the last couple of quarters, just seen a massive amount of free cash flow generated

   Aller

4. 04 VG NYSE ACHETER +3,80%
   Entrée $14,73 02 sept 2026

   Actuel $15,29 09 sept 2026

   Résultat +$0,56

   vs. indice +4,2% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …ories. So where are they going to come. They're going to come to the US for that. And so in the meantime, what we've seen is European natural gas prices rise pretty substantially. U.S. natural gas prices have stayed fairly steady. So there there's a company out there like Venture Global that benefits from higher European prices relative to U.S. prices. Well, then obviously the companies like Venture Global are going to make a little bit more money here and during during this time period. And so we do see LNG as an opportunity. And all the LNG exporters out of the U.S. both junior and ve…

   there's a company out there like Venture Global that benefits from higher European prices relative to U.S. prices

   Aller

   Contexte extrait par IA "there's a company out there like Venture Global that benefits from higher European prices relative to U.S. prices."