The energy industry will work through the current crisis, but the salvation will not come cheap. We survey some of the hits it’s already absorbed and others still to come as capital runs scared. SunEdison has likely seen the worst, and oil and gas prices look poised to rebound as well in the coming days. Read More
Issues
Our custom stock screener has sniffed out the energy companies generating the biggest financial surpluses amid the slump. Plus: Midstream yields soaring. Read More
Our tour of the top U.S. shale basin unearthed a bargain among the smaller and more concentrated Texas drillers. Read More
Warm weather is the latest bit of bad news for gas drillers. We’re partial to those that can outlast their cash-strapped rivals. Plus: A Stacked Deck in the Permian. Read More
An in-depth look at driller fundamentals in the Bakken identifies those best placed to withstand the slump. Plus: Why we love Williams but hate the refiners. Read More
The biggest natural gas producers are much more dependent on crude. We drill deep into next tier of shale developers to identify the long-term winners from growing demand for this cheapest of fuels. Read More
After a long stretch of strong outperformance the industry could feel a profit squeeze, and we’re headed for the sidelines. Plus: How Peyto measures up. Read More
In this issue:If someone claims the big rally in oil and oil stocks over the last four days is “only” short-covering, feel free to let your attention wander.Rallies from bear market lows are frequently driven by the short-sellers getting out of harm’s way. “Real” buying tends… Read More
We’ve screened for drillers adjusting fastest to low energy prices, even though a bounce can’t be far off. Plus: What’s ailing SunEdison and Plains All American. Read More
We’re betting on the refiners, tanker fleets and yield hawking general partners that don’t need oil prices to recover to make money. Read More