Asian Oil Equities Investment Strategy and CNOOC

CNOOC 883 HK, 600938 CH

We hope, dear reader, that you’ve had a truly wonderful break and that yesterday’s publication provided a gentle and inspiring start to the new year. We’ve spent some time re-reading the piece internally—more than once, in fact—and we must admit, we’re rather proud of how it turned out. It’s always a pleasure to craft something that resonates, and we hope it struck a chord with you too.

As mentioned earlier, the follow-up to that piece delves into the practical implementations of our oil view within the Asian equity markets—a topic we’re particularly excited to share.

This piece focuses on our overall Asia Oil Strategy and even includes some non-China picks. However, the core focus remains firmly on the Chinese investment space. Here, we introduce what has been our favorite company in China over the years—CNOOC. Sure, CATL might have claimed that mantle recently, but we’ve covered and worked with CNOOC for over 15 years, and that kind of connection doesn’t fade easily. While we don’t claim any special insight into the inner workings of the CNOOC machine (though we do have some stories!), we do mean that we’ve followed their growth, development plans, and evolution over a long enough period to bring meaningful, personal experience to the table—experience we believe adds real value.

Thus it shouldn’t be a surprise that this article is reserved exclusively for our premium subscribers. If you’ve been considering taking the plunge and moving up to the premium tier, we truly believe this is the perfect opportunity to do so.

**Important Reminder: Nothing in this Substack is Investment Advice. This information is provided for informational purposes only and does not constitute financial, investment, or other advice. Any examples used are for illustrative purposes only and do not reflect actual recommendations. Please consult a licensed financial advisor or conduct your own research before making any investment decisions. The authors, publishers, and affiliates of this content do not guarantee the accuracy, completeness, or suitability of the information and are not responsible for any losses, damages, or actions taken based on this information. Past performance is not indicative of future results.**

Please enjoy the Oil Strategy and a CNOOC report, and thank you for your support!