Nov. 3 at 12:59 PM
PickAlpha Morning Report | 2025-11-03 — 5 material moves and analysis
• BP sells minority Permian and Eagle Ford stakes 1 —
$BP,
$XLE
• Ukraine drone strikes Tuapse oil port igniting fires —
$XLE,
$LCOC1
• Eni and Petronas form JV targeting 300k boe d —
$E,
$LNG
• Etc..
https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true