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
Analysis
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Clear FilterCrude won’t always be this cheap, but in the meantime U.S. drillers are running on fumes. Plus: SunEdison on clearance sale. Read More
Oil and gas producers face a year-end reckoning. 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
But the current glut and the related pain could stick around for a while, as Schlumberger’s latest results attest. Read More
The U.S. became the world’s leading oil producer last year by some estimates. But that distinction rests on how one defines oil. Plus: Energy Transfer’s game of MLP thrones. Read More
Our portfolios outperformed energy benchmarks but fell just shy of break-even in the first half of the year. Read More
Amid broad weakness in the energy sector, oil refiners posted big gains in the first half of 2015. Plus: Marathon’s sweetheart of a deal for MarkWest. Read More
The settlement of federal and state claims over the Gulf disaster brings certainty while removing one obstacle to a buyout bid. Read More
Government mandates for biofuel blending have caused production to soar far above free-market demand. Invest in this volatile space with extreme caution, if at all. Plus: A sweet deal for GasLog. Read More
It’s been a busy year for renewable energy and an even better one for our top pick in this fast-growing space. Plus: a new tanker portfolio and an analysis of the merger jockeying by two pipeline giants. Read More
Low capacity factors mean solar cells and wind turbines won’t sate our demand for additional power any time soon. Plus: Take some profits on Williams. Read More
Consumption hit another record last year, as did emissions tied to global warming, according to BP's energy yearbook. Read More
Rising global demand is good for crude, gas, nuclear and solar, Robert argued recently in Denver in a presentation we reprise. But it’s not doing enough for slumping propane amid a U.S. supply glut, which is great for two of our portfolio picks. Read More
The oil exporters’ decision to keep pumping is bad news for U.S. shale producers. Plus: The pain in propane. Read More
The newly anointed top U.S. oil and gas fields were barely on the map in 2009. Plus: Enterprise strikes again. Read More
Despite the past year’s rally, there’s still value in refining stocks. We add a new pick while taking profits on a big winner. Read More
The summer meeting of the oil exporters’ group could make or break the recent recovery in oil prices. Plus: BP beyond cheap. Read More
We’ve started using custom code to parse energy metrics and help us find more winners. Plus: Teekay Tankers enjoys windfall. Read More
We use the latest data to assess the potential suitors for BP and find M&A targets similar to last week’s buyout. Plus: Why Williams pulled a Kinder and the game plan at Energy Transfer. Read More