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  • Roger S. Conrad

Feature Article

The Wuhan Coronavirus, Economic Growth and Oil

Crude oil prices and the broader stock market started out 2020 with a bang – the S&P 500 reached an all-time closing high of 3,329.62 on January 17th while West Texas Intermediate (WTI) oil prices jumped to $63.27/bbl on January 6, 2020 surpassing the highs set in September immediately following attacks on Saudi Arabian oil infrastructure.

The State of LNG

At a time when the US shale oil and gas industry is getting used to living on less, one corner of the energy sector is still red hot: Liquefied natural gas exports. We continue to be unenthusiastic about this group. Here’s our take on the state of LNG.

Oil: Our 2020 Outlook

One of the best things about commodity markets – and any sort of “real” asset – is that ultimately prices are based on supply and demand.

If the price of oil is “too high,” there’s a market response – rising production and falling demand – that pushes prices back into line over time.

Of course, oil prices can rise or fall in the short-run due to speculative flows in futures markets; in fact, that’s something we watch closely in Energy & Income Advisor over time.

Q3 Earnings Roundup – Key Lessons and Where We Go From Here

In the midstream business, companies’ results are being affected very differently by the cutback in drilling rig deployment. Investors are treating sector companies almost as though the blow will fall equally hard on all of them. And MLPs especially can’t catch a break, almost no matter what they report. But the truth is there were very wide differences in the trends behind numbers reported by midstream companies in Q3. And that gap is likely to widen going forward.

Diving Deep into Oilfield Services – Getting Stronger Overseas

One of the most important lessons to learn about earnings season is that the market’s reaction to the news can be more important than the news itself.

In other words, if a company reports weak earnings and issues cautious guidance for the quarter ahead; yet, the stock rallies, that’s a sign that market expectations were already low, and the bad news was priced into the stock before it released earnings results.

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  • Live Chat with

    Elliott and Roger on Jun. 30, 2020

  • 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

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor