Let’s get this list going: XOM DVN PBR CHK X
In Canada: ECA CPG.UN
CHK ??? No way… they are getting smoked b/c they relied upon their land leasing to fund their growth. Now they are stuck selling assets at firesale prices. SQM - #1 in iodine, natural nitrates, and lithium FCX - copper is supply constrained…high end of cost curve is swing supply I also like potash at these prices - POT, MOS, - excess capacity has been deteriorating for years…we have moved into a scarcity model where it is now on allocation. Farmer margins are great. It was momentum and I hated it…but it has pulled back and now I like the potash producers a lot.
Ok this one is a little biased