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  • Roger S. Conrad

Portfolio: Results are In…

By Roger S. Conrad on Nov. 11, 2021

Historically, the first group to turn higher in an energy up-cycle is the producers, including both exploration and production (E&P) stocks as well as the larger integrated oil companies. That’s because, as you might expect, cycles in energy stocks are largely driven by cycles in the underlying commodities, particularly oil and natural gas. Producers, companies in the business of producing and selling oil and gas, are the first to see the direct benefit from rising commodity prices. Over time, the cycle begins to broaden out to include groups like the oil services names, which sell equipment and services to the producers and benefit from rising spending on exploration and development. Refiners, which are levered to energy demand rather than supply and oil prices, generally see investor interest as it becomes clear that demand for energy products like gasoline and diesel is on the rise.

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    • 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