Geopolitics
Oil Prices and Geopolitics
The influence of geopolitical events on oil prices tends to receive a great deal of play in the financial media. For example, on the morning of Nov. 24, reports surfaced that Turkey had shot down...
Bringing Clarity to a Fuzzy Big Picture
Question No. 1: Aren't geopolitical developments the main factor driving oil prices? Won't Russia’s involvement in Syria send oil prices sharply higher? Geopolitical events can influence energy prices. These developments tend to receive a...
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...