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Issue Articles

The Energy Strategist Is Now Real World Investing!

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.

This Isn’t The Last Oil Cycle

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

Peak Demand Is Far Away

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.

Conditions Are Ripe For Refiners

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. 

First Half Portfolio Review

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.

Nuclear Recovers And Renewables Soar

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. 

The State Of Fossil Fuels According To BP

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

Misperception Driving The Energy Sector

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

Seeking Value In Cash Flow

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

Circle the Wagons

Crude bulls got ambushed by bearish inventories, but there’s no need to panic: just buy the reigning free cash flow champ. Plus: New Day Dawns for TerraForm.

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