I am excited to announce that we are merging The Energy Strategist with Real World Investing so we can provide you with comprehensive coverage of the global commodity markets. Read More

In Part III of the portfolio review, I rank the refiners and supermajors.  Read More

In Part II of the portfolio review, I rank the oil producers.  Read More

Today begins a multi-part review of the portfolio. In this article, I rank the natural gas producers.  Read More

The resurgence of oil prices has driven many of our portfolio holdings to impressive gains over the past five weeks.  Read More

If you are expecting bans on cars fueled by fossil fuels to hasten the end of the oil age, you may be disappointed.  Read More

This week I will give a keynote talk at an energy conference in Utah. The topic will be on the fallacy of near-term peak oil demand, and today I share a preview of that talk with readers. Read More

An update on one of the portfolio’s problem stocks ahead of a crucial quarterly update.   Read More

The down cycle of the energy sector is generally good for refiners. The past year has been a perfect example, as the refining segment has shined.  Read More

Sanctions on Venezuelan oil imports would impact the margins of U.S. Gulf Coast refiners. Here is a brief update, to be followed by a feature article next week. Read More

The first half in the energy sector was brutal, but the portfolio performance held up pretty well. Here is a breakdown of the good and the bad. Read More

The newest BP Statistical Review shows nuclear power rebounding from the 2011 Fukushima disaster in Japan, and renewables maintaining the fastest growth rates within the energy sector.  Read More

Rice Energy soared on news that it would be acquired by EQT. But investors who sell now could be leaving money on the table. Read More

The newest BP Statistical Review shows coal losing market share to natural gas and renewables.  Read More

The energy markets are becoming increasingly disconnected from underlying market fundamentals, which suggest a recovery is in store for the 2nd half of 2017.  Read More

Smart Sand is a fundamentally good company that is suffering from overall negative industry sentiment. But the outlook remains good, so investors should hang in there through the current turmoil. Read More

An analysis of cash flow from Q1 earnings uncovers some surprises, including a new buy for the portfolio. Read More

After taking an initial dip, Smart Sand shares may be finally getting on track following strong Q1 results. Read More

SolarEdge has quietly become the top performer in the portfolio in 2017. Read More

A couple of coal bets we placed last summer continue to pay off for subscribers.  Read More