Marathon Oil just downgraded at UBS, here’s why

UBS downgraded Marathon Oil to Neutral from Buy with a price target of $28, down from $34. UBS sees the E.G. re-contracting catalyst as already priced into the forward outlook, but continues to view Marathon as a leader in shareholder returns, the analyst tells investors in a research note. UBS also believes additional volatility that TTF exposure brings will instead keep the valuation gap vs. peers wide.

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