Investment Strategy - The analyst aims to build a low-risk passive income portfolio targeting an average annual return of ~12% with minimal risk, prioritizing consistency over volatility [1] - The analyst has 15 years of professional equity research experience, including work at a top Mayfair hedge fund, focusing on cash-generative companies in developed industries [1] - The investment approach is contrarian and risk-averse, with a focus on analyzing risk factors rather than growth opportunities [1] Oil Market Outlook - The oil market was expected to face challenges in 2025 due to rising production output and muted demand in China, but the balance is shifting [2] Analyst Background - The analyst holds a First Class Honors degree in Economics from the University of London and cites Warren Buffett and Howard Marks as favorite investors [1] - The analyst has a beneficial long position in OXY through stock ownership, options, or other derivatives [1]
Occidental Petroleum: New Sanctions To Boost Oil Markets In 2025