E-zine
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices have already baked in the good news. We also went...
Drill, Baby, Drill!
If you have any interest in energy, you’ve probably heard, or read, the prevailing election narrative about oil. The fourth of twenty platform bullets on Donald Trump’s website reads: “Make America the dominant energy producer...
Talking Top Energy Stocks: Oil, Gas, Uranium and Coal Breakdown
I sat down yesterday with Steve Barton of In It To Win It for a deep dive on the energy sector. We talked about major trends in oil, natural gas, uranium, and coal, with insights...
Deep Sector Dive: Top Stock Buys in Energy and Utilities
This week, Elliott and I sat down with MoneyShow's Mike Larson to talk about how plenty of profit opportunities remain for energy investors in both traditional oil and gas stocks, and companies focused on renewable...
Misunderstood Merger: EQT/Equitrans is a MoneyMaker
We’ve commented frequently on the industrial logic of recombining Equitrans Midstream (NYSE: ETRN) with its former parent, natural gas-weighted producer EQT Corp (NYSE: EQT). And apparently management of the two companies agrees, inking an all-stock...
Oil and US Refiners
Just a few weeks ago, in early January West Texas Intermediate (WTI) crude oil prices were trading around $70/bbl and Brent was under $75/bbl, well off their late September peaks. The primary driver of weakness...
Exxon’s Rumored Acquisition of Pioneer Natural Resources
On Thursday evening, The Wall Street Journal reported energy supermajor Exxon Mobil (NYSE: XOM) is close to a deal to acquire Pioneer Natural Resources (NYSE: PXD) in a massive takeover worth roughly $60 billion. As...
NextEra and Next Steps
A little over a week ago, NextEra Energy (NYSE: NEE) announced it would postpone a planned “drop down” or sale of assets to its affiliate NextEra Energy Partners (NYSE: NEP). The reason: Adverse capital market...
TC Energy Divides to Conquer
Last week, leading North American midstream energy company TC Energy (TSX: TRP, NYSE: TRP) announced it will spin off its Liquids Pipelines division into a separate company—with a closing date anticipated sometime in the second...
Magellan Gets an Offer: Here’s What it Means for Midstream
Midstream energy M&A entered a new stage this past weekend: ONEOK Inc (NYSE: OKE) offered $25 in cash and 0.667 of its own shares for Magellan Midstream Partners (NYSE: MMP). In the first couple years...
Oil Bears Everywhere
On October 16, 2008 The New York Times published an opinion piece written by billionaire investing legend Warren Buffett titled “Buy American. I Am.” Investors of a certain vintage will recall it was the height...
Beware (Some) Energy Companies’ Floating Rate Debt Bomb
Q4 earnings reporting season is still more than month off for the energy sector. But midstream leader Kinder Morgan (NYSE: KMI) has announced its preliminary 2023 financial expectations. From a company perspective, management is anticipating...
Elliott Gue On MarketWrap with Moe Ansari
I recently sat down with MarketWrap's Moe Ansari to discuss current investment trends in the energy sector. Click here and forward to the 20:17 mark for a replay of our conversation.
US/EU Natural Gas Pact and Two New Portfolio Additions
Please click here to download this update in PDF format. You’ve probably seen the headlines about a deal between the US and European Union aimed at reducing Europe’s dependence on Russian fossil fuels. One centerpiece...
Talking China: There’s a Big Opportunity in Energy
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on...
TRENDING TOPICS
Nuclear Energy and the AI Data Center Boom
I recently sat down with James Early of BBAE Pro to talk about winners and losers in the AI-driven nuclear renaissance, and how stock prices...
Drill, Baby, Drill!
If you have any interest in energy, you’ve probably heard, or read, the prevailing election narrative about oil. The fourth of twenty platform bullets on...
TC’s South Bow Spinoff: Stick With Both Pieces
It’s been roughly three weeks since TC Energy Corp (TSX: TRP, NYSE: TRP) spun off its oil and liquids pipeline operations as a new company,...
Talking Top Energy Stocks: Oil, Gas, Uranium and Coal Breakdown
I sat down yesterday with Steve Barton of In It To Win It for a deep dive on the energy sector. We talked about major...