JG

Jason Gabelman 5.0 7 ideas

Co-founder, Blockworks
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
WTI LONG $116.84 Apr 17
AMLP LONG $51.12 Apr 17
XLE LONG $55.00 Apr 17
CRAK LONG $46.65 Apr 17
TOTALENERGIES LONG — — Apr 17
MPC LONG $214.20 Apr 17
CHENIERE LONG — — Apr 17
By sector
ETF
3 ideas
Stock
2 ideas
Commodity
1 ideas
private_company
1 ideas
Top tickers (by frequency)
XLE 1 ideas
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WTI 1 ideas
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CHENIERE 1 ideas
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MPC 1 ideas
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AMLP 1 ideas
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▶ YouTube Oil market is 'shooting first and asking questions later', says TD Cowen's Jason Gabelman
Oil prices to reset higher medium-term.
Medium-term oil price expectations should be reset higher due to the geopolitical risk premium from the Middle East conflict and underlying supply trends such as US shale production plateauing and non-OPEC production slowing, leading to a more balanced to undersupplied market.
WTI HIGH CNBC Apr 17, 21:21
Jason Gabelman
Co-founder, Blockworks
▶ YouTube Oil market is 'shooting first and asking questions later', says TD Cowen's Jason Gabelman
Elevated commodities benefit energy sectors.
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
AMLP XLE CRAK HIGH CNBC Apr 17, 21:21
Jason Gabelman
Co-founder, Blockworks
▶ YouTube Oil market is 'shooting first and asking questions later', says TD Cowen's Jason Gabelman
TOTALENERGIES has strong growth and returns.
TOTALENERGIES is favored due to its best return on capital employed over the past couple of years, highest production growth and free cash flow growth looking forward, and the addition of a power business.
TOTALENERGIES HIGH CNBC Apr 17, 21:21
Jason Gabelman
Co-founder, Blockworks
▶ YouTube Oil market is 'shooting first and asking questions later', says TD Cowen's Jason Gabelman
MPC benefits from strong West Coast cracks.
Marathon Petroleum is recommended for its exposure to West Coast cracks, which have been extremely strong due to tightness in the Pacific Basin resulting from the Middle East conflict.
MPC HIGH CNBC Apr 17, 21:21
Jason Gabelman
Co-founder, Blockworks
▶ YouTube Oil market is 'shooting first and asking questions later', says TD Cowen's Jason Gabelman
Cheniere benefits from global gas dynamics.
Cheniere is liked given its exposure to global gas dynamics and the expectation that global gas prices will stay elevated.
CHENIERE HIGH CNBC Apr 17, 21:21
Jason Gabelman
Co-founder, Blockworks
Jason Gabelman (Co-founder, Blockworks) | 7 trade ideas tracked | XLE, WTI, CHENIERE, MPC, AMLP | YouTube | Buzzberg