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SLBBULLISHSubstantive discussion · 3/5

The guest argued that a potential Trump administration's goal of adding 2 million barrels per day of offshore production sets up a bullish dynamic for oil services companies.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 9 MENTIONS · 7 SHOWS
6 AUG 2025 — 31 JUL 2026 · 3W AGO
5 SUPPORT · 1 CHALLENGE · 2 REPEAT · 1 MENTIONED
  1. 6 AUG 2025 · FIRST HEARD
    THE BUSINESS BREW
  2. 24 SEP 2025
    BUSINESS BREAKDOWNS
  3. 15 OCT 2025
    THE GRANT WILLIAMS PODCAST
    • The guest argued that a potential Trump administration's goal of adding 2 million barrels per day of offshore production sets up a bullish dynamic for oil services companies. · THIS IDEA
  4. 5 FEB 2026
    THE JULIA LA ROCHE SHOW
  5. 9 APR 2026
    PALISADES GOLD RADIO
  6. 10 APR 2026
    PALISADES GOLD RADIO
  7. 20 APR 2026 · CHALLENGES
    ODD LOTS
  8. 29 JUL 2026 · 3W AGO
    COMMODITY CULTURE
  9. 31 JUL 2026 · 3W AGO
    PALISADES GOLD RADIO
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE