West Texas Intermediate and Brent oil prices sank below $80 and $85/bbl respectively in recent sessions, the lowest trading levels since January just before Russia’s invasion of Ukraine. This is not a surprise; indeed, we’ve...

The dollar, pipeline regulations, Biden, the mid-terms, Saudi Arabia, Big Oil’s “greed,” and the war in Ukraine… The mainstream and financial media’s efforts to explain the wild swings in crude oil so far this year...

This month, we hosted a live 30-minute presentation for MoneyShow, highlighting our big picture outlook on a range of topics as well as top recommendations. We present it here as this issue’s feature article.

The prices you see in the “Rating” column of our Portfolio and coverage universe tables are highest recommended entry points. We base them on a combination of business quality and valuation factors. And the result...

Q1 earnings reporting and guidance updates are now all in for our EIA Model Portfolio and High Yield Energy List recommendations. Here are the key takeaways for each of them. Note that we’ve broken our...

Investment in new oil and natural gas production and supporting infrastructure continues to badly lag the level of previous cycles. That promises to keep supply in catch up mode to demand for years to come....

Seven months ago, we highlighted five reasons for patient energy investors to take positions in best in class Canadian energy companies: The bottoming of the global energy price cycle, which is shaping up as one...

Q1 earnings reporting and guidance updates are rapidly approaching for EIA Model Portfolio and High Yield Energy List recommendations. Here are the announced and expected dates: Baker Hughes (NYSE: BKR)—April 20Black Stone Minerals LP (NYSE:...