Forget Oil Prices, Focus on Differentials
Over the past two weeks the big story in energy markets has been oil price differentials, which was a major theme at this year’s MLP and Energy Infrastructure Conference (MEIC) conference. However, scratch beneath the surface and there’s a lot more going on.
Will Rising OPEC-Plus Output End the Energy Rally?
You can learn a lot about an industry by listening to earnings conference calls, digging into the quarterly numbers and financial results, but there’s no substitute for boots-on-the-ground research.
Why Energy Investors Shouldn’t Panic about Recent Weakness in Oil Prices
The potential for OPEC to scale back its production agreement doesn’t spell doom for oil prices.
Electric Vehicles: No Love for Automakers or Battery Manufacturers
Automakers and battery manufacturers aren’t the best options for investors seeking to profit from electric vehicles.
Prepping for the MLP Association’s Annual Investor Conference
The recent rally in oil prices has helped the exploration and production companies on our Focus List to catch up with the commodity. However, we continue to find favorable risk-reward propositions in the midstream space as we prepare for the MLP Association’s annual investor conference.
This Week in Master Limited Partnerships: Deals and Distribution Cuts
This weeks’ earnings announcements and conference calls highlighted the likelihood of further consolidation in the MLP space.
Key Takeaways from Q1 Earnings: LNG, Deepwater and the Permian Basin
First-quarter earnings season is in full swing for the energy sector, with the major integrated oil and gas companies and the diversified oil-field service companies reporting results this week. Here’s a quick rundown of some of our key takeaways from the action.
Electric Vehicles: Focus on the Pie on Your Plate, Not the Pie in the Sky
In picking stocks with exposure to electric vehicles, we aim to identify names that also offer leverage to near-term upside catalysts.
Is Sentiment Toward Energy Stocks Catching Up With Fundamentals?
Despite the market’s recent focus on geopolitical risk, the supply-demand balance in the global oil market appears supportive of prices. Does the recent breakout in energy stocks suggest that investors have come around to this reality?
Too Much of a Good Thing: WTI-Midland Trades at a Discount to the Gulf Coast
Surging oil production from the Permian Basin and insufficient takeaway capacity means that West Texas Intermediate delivered to Midland, Texas, trades at a widening discount to Brent and Light Louisiana Sweet crude oils. We examine how long this arbitrage opportunity could last and which energy companies stand to benefit.
Live Chat with
Elliott and Roger on Aug. 31, 2021
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor