Floating Rigs
Why We’re Still Bearish on Offshore Contract Drillers
We’ve been bearish on offshore contract drillers since fall 2013 and see no reason to change our tune. We dropped SeaDrill (NYSE: SDRL) from our Focus List in September 2013 because the stock had hit...
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Oil: The Imaginary Glut
Last week, crude oil prices broke from a tight trading range to the highest levels in about three months. In my view, there’s more upside...
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,...