Market Commentary June 2024
What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...
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What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
“While demand for fossil fuels may go down over time, it is the high-cost producer whose production declines first. This means low-cost producers with capital discipline can still be good investments. Successful investing in mature capital-intensive industries is about after-tax earnings per share, not top line revenue growth.”