Alerian MLP ETF

Chevron Corporation

Devon Energy Corporation

Energy Transfer LP Common Units representing limited partner int

Cheniere Energy Inc

Transocean LTD.

SandRidge Energy, Inc.

Southwestern Energy Company

United States Commodity Funds LLC - United States Oil Fund

Energy Select Sector SPDR Fund

Exxon Mobil Corporation

**Factors Putting A Floor In Hydrocarbons**
1. Global Energy Demand
2. WTI Crude Oil Curve
3. Financing Standards
4. Emission Scenarios - Demand Divergence
5. Lack of Demand Destruction
6. Demand (In)Elasticity

**Midstream & Deepwater Drilling**
1. Energy Transfer ($ET)
2. Transocean ($RIG)

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[https://andermattresearch.substack.com/p/margin-of-safety-in-hydrocarbons?s=w](https://andermattresearch.substack.com/p/margin-of-safety-in-hydrocarbons?s=w)

Factors putting a floor under hydrocarbons and ways to get exposure

https://andermattresearch.substack.com/p/margin-of-safety-in-hydrocarbons?s=w

Margin of Safety in Hydrocarbons

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