Rig Count
US Shale Plays: Separate and Unequal
The April 25, 2015, issue of Energy & Income Advisor explored a critical question for investors at a time when the market had fixated on near-term movements in oil prices: “What would the North American...
North American Oil-Field Services: Near-Term and Longer-Term Outlook
Oil and gas service and equipment providers must contend with another year of massive capital expenditure cuts, the most extreme of which will occur in the US onshore market. The independent exploration and production companies...
3 Reasons to Be Skeptical of Near-Term Rallies in Oil Prices
West Texas Intermediate (WTI) crude oil has ranged between $43 and $53 per barrel in 2015, down sharply from its high of more than $107 per barrel last July. The commodity currently trades toward the...
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Earnings and Partners/XPLR Strategic Review
Annual filings are far more detailed than quarterlies. The trade-off for investors is they take longer to compile. Nonetheless, there’s already been plenty of action—as...
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...