Oil Stocks Are the Perfect Antidote to Nvidia and the Rest of Big Tech
Oil and water may not mix, but oil and tech stocks could be a perfect combination. By now, we all know that Big Tech…
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…
The ‘Climate Crisis’ Fades Out
As the energy transition inches through the ‘issue attention’ cycle, a wiser approach should emerge. The 2015 Paris Agreement aspired to “reduce the risks…
The Unlikely Stocks That Became a Hot Bet on AI
The staid utilities industry has become a top-performing sector An unlikely stock-market winner this spring stands out even in a year full of Wall Street…
12 Stocks to Play Growing Energy Demand, From Oil and Gas to Nuclear and Solar
Fossil fuels and clean-energy shares are unloved by investors. That’s an opportunity, say our roundtable experts. Why some stocks could double, and then some….
Our stressed-out power grids need help
The climate crisis demands good data that measures the footprint of high electricity users by MARIETJE SCHAAKE
Magellan’s Deal With Oneok Could Derail. Should Berkshire Step In?
The $18.8 billion deal by Oneok for Magellan Midstream Partners —which would create one of the largest energy pipeline operators—has run into unexpected trouble since it was unveiled…