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oil companies

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 20, 2023 by Colin Campbell · across every show →

Everything said about oil companies, oldest first

Mar 20, 2023 positive
Assertion Not checkable as stated
Oil companies' resistance to compliance carbon programs has sharply declined
“And while there was resistance, 10 and 15 and 20 years ago, you know, where you would see oil companies lobbying against these sorts of programs, what you've seen in the last half decade is More and more of them see the writing on the wall. They realize we're …”
Colin Campbell Mar 20, 2023 ▶ 26:28 Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Jun 8, 2026 bullish
Assertion Not checkable as stated
Jain: Physical oil realizations exceed futures by ten to twenty dollars
“We talked to so many oil companies that our realizations are running 10 to 20 dollars, in a lot of cases, above what is trading in the futures market.”
Rajiv Jain Jun 8, 2026 ▶ 40:06 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
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