cheezzy
08-09

$Occidental(OXY)$ All-in-all, a much better conference call than those I have listened to in the past. Yes, 2029 seems to be a long time to wait to see the preferred and other debt off the balance sheet. But the oil yoyo could surprise and bring that timeline much closer, say to August 2027 when the warrants expire. AI needs chips, service centers and lots and lots of energy. Politics of every persuasion will have to bend the knee to the only readily available energy source that can supply AI's energy thirst.

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