In this issue, I introduce a series of proprietary indexes that I use to keep on top of the hottest trends and share my early read on trends emerging from first-quarter earnings season. Read More

Don’t expect wind and solar energy stocks to perform well this year. Even with demand likely to bounce back, both industries face massive overcapacity and falling profit margins. Read More

I already recommended stocks issued by producers, oil-services companies and equipment firms that should benefit from higher oil prices. In this issue, I’ve gone a step further and sought out small and midsize independent producers with the potential to substantially increase their oil production in coming years. Read More

Master limited partnerships (MLP) can offer significant tax advantages to investors. Read More

This publication often focuses on the business of producing more energy to meet growing demand. But sometimes it's a good idea to step back and look at the same puzzle from a different perspective; this issue focuses on companies that are at the forefront of reducing energy consumption in key industries. Read More

Producers will earn below average returns on Iraqi contracts but will need to spend big on services to meet their contractual goals. Read More

Exploration and production (E&P) companies are among the last in the energy sector to report quarterly results. Fourth-quarter reports and conference calls are arguably the most important of the year, as management teams often discuss new plays they're developing or results from important well tests. Read More

Widely hyped solar and wind power companies have handily underperformed the broader markets and the energy sector as a whole so far this year. One reason for that is simple politics: Alternatives are completely dependent on government subsidies and mandates for growth. Read More

The controversy about hydraulic fracturing leads some investors to believe that Congress is ready to ban the technique. But these fears are overblown. Read More

Coal mining and services firms were the first energy-related sectors to report fourth-quarter results. In this issue, I'll examine the trends underway in both industries and outline how to play those moves. Read More

Coal and oil will remain key energy commodities well into the 21st century, but I expect natural gas to increase its share of the global energy mix substantially. Read More

Natural gas is set to become a far more important fuel in the global energy mix in coming years. Gas is cheap, abundant and clean, making it an ideal solution to energy security, price and environmental concerns. Read More

I expect oil prices to top USD100 per barrel this year and reaching record highs at some point in 2011. Read More

Alternative energy-related stocks are often an alluring to investors. And given all the talk concerning carbon regulation and the stimulus package over the past year, interest in the group has been running at a fever pitch. Read More

In the first issue of the new year I usually provide a roadmap for the year ahead. This isn't an investment plan that's set in stone but a flexible, general guide to what areas will provide the best returns. Read More

Geology is at the heart of the decline in Mexican oil production and revenues, but political factors further complicate these challenges. Read More

I remained cautious on alternative energy plays for most of 2009--a contrarian view. The rationale behind my skepticism has largely borne out this year. Now that the hype is subsiding, I am becoming more constructive on the group. Read More

What the acquisition will mean. Read More

While the US coal market is far from dead, the international coal market is positively booming. Here's how to profit. Read More

A perfect storm is building in the Midwest that will mean far more to investors than the wording of any press release on carbon emissions that originates from Copenhagen. Ironically, while some are watching to see if China will agree to hard carbon emission targets in Denmark, Beijing is likely far more concerned with what’s currently happening in Iowa and Illinois. Read More