Elliott H. Gue
A Late 2025 Buying Opportunity for Energy
Saudi Crown Prince Mohammed bin Salman was at the White House this week. And it’s a safe bet the subject of oil prices came up. A decade ago, the Saudis turned on the taps to...
Top Takeaways from Q3 Results and What They Portend
Q3 results and guidance updates are all in for EIA Model Portfolio and High Yield Energy List companies. And the same is true for all but a half dozen companies in our EIA coverage universes....
The Year of Natural Gas: Commodity Price Outlook and Our Thoughts on the Natural Gas E&Ps
A little over a year ago, we first called 2025 “The Year of Natural Gas.” In short, our view was that ongoing demand growth for natural gas as fuel for power generation coupled with the...
11/25/25 Capitalist Times Live Chat
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Alert: Unfavorable Arbitration Ruling for Venture Global
After the market close last night, Venture Global (VG) announced that the International Chamber of Commerce (ICC) arbitration panel ruled in favor of BP Gas Marketing Limited, a unit of BP (BP), in its arbitration...
10/29/25 Capitalist Times Live Chat
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The Future is Bright for Oil and Gas
Nine times in ten, big number forecasts for energy wind up wildly revised. Remember those massive projections of just a few years ago from the US Energy Information Administration for offshore wind growth? Dozens of...
Refiners and Tankers – Time to Buy?
Year-to-date through Friday September 19th, the S&P 500 was up about 14.2% while the S&P 500 Energy Index returned just 5% over a similar holding period. Since the close 1 year ago on Friday September...
9/25/25 Capitalist Times Live Chat
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Energy: Hunting Bargains and Taking a Big Profit
Government data now suggests some power producers swapped in coal when natural gas prices peaked earlier this summer. Now a cooler than normal end to the season is keeping the near-term pressure on, even as...
Top Takeaways from Q2 Results and Guidance
Q2 is largely in the books for energy companies. So are guidance updates from management. And by this time, the stock market has fully reacted to the results, though largely through the lens of consensus...
8/26/25 Capitalist Times Live Chat
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Update – Summer Volatility: Oil, Gas and our Top E&P Recommendations
Front-month natural gas prices have endured a significant decline since late June and that’s hit shares of our favorite producers. Meanwhile, there’s been significant market chatter regarding the potential for a big glut in the...
Give Your Energy Portfolio a Dividend Checkup
Dividend cuts in the energy sector have been relatively rare the past few years—other than for companies with payouts directly tied to energy prices and those attempting to dramatically cut debt. That’s to be expected...
Natural Gas: A Summer Buying Opportunity
The front-month futures price of natural gas is down from over $4.50/MMBtu back in early March to under $3.25/MMBtu today. And, on a shorter-term basis, prices are down from around $4/MMBtu since the middle of...
7/29/25 Capitalist Times Live Chat
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Sell Occidental, Buy Permian Resources
Last year, the value trade in energy was natural gas. NYMEX natural gas prices averaged around $2.27/MMBtu and front-month gas prices dipped well below $2.00 in the spring and autumn “shoulder” seasons for gas. At...
Don’t Fret Geopolitics: Supply and Demand Will Propel Energy to New Heights
Editor’s note: This month’s issue is in two parts. On Tuesday, we sent part one. It’s the complete transcript and recording of “Our Thoughts on the Summer of Energy,”—a conversation from this past weekend featuring...
6/26/25 Capitalist Times Live Chat
Please click here to download a transcript in PDF format.
TRENDING TOPICS
The Year of Natural Gas: Commodity Price Outlook and Our Thoughts on the Natural Gas E&Ps
A little over a year ago, we first called 2025 “The Year of Natural Gas.” In short, our view was that ongoing demand growth for...
Alert: Unfavorable Arbitration Ruling for Venture Global
After the market close last night, Venture Global (VG) announced that the International Chamber of Commerce (ICC) arbitration panel ruled in favor of BP Gas...
Update – Summer Volatility: Oil, Gas and our Top E&P Recommendations
Front-month natural gas prices have endured a significant decline since late June and that’s hit shares of our favorite producers. Meanwhile, there’s been significant market...
Hess Corp and Chevron Merge: Our Thoughts
EIA Actively Managed Portfolio recommendation Hess Corp (NYSE: HES) has now officially merged with Chevron Corp (NYSE: CVX). As a result, our 40 shares of...