05/15/17: Thoughts on A Nine-Month Extension to OPEC and Non-OPEC Supply Cuts
Our take on Russia and Saudi Arabia’s announced support for a nine-month extension to the existing supply cuts agreed upon by OPEC and major non-OPEC producers.
On The Record: Key Quotes From Midstream MLPs’ Fourth-Quarter Earnings Calls
While reading through transcripts of master limited partnerships’ fourth-quarter earnings calls, we compiled a series of quotes from management teams that provide insight into some of the macro trends that will continue to drive returns and opportunities in the space.
Focus List Update And Noteworthy Portfolio Developments
Since its reinstatement in early December 2016, the Energy & Income Advisor Focus List has generated an average total return of 9.6 percent, outperforming the S&P 500 Energy Index’s average loss of 4.5 percent over an equivalent holding period. We dig into fourth-quarter results from companies on our Focus List and in our Model Portfolios.
Schlumberger vs Halliburton
We delve into fourth-quarter results and management commentaries from oil-field-service giants Schlumberger and Halliburton to form a complete picture of the trends playing out in North America and international markets.
US Oil Production Shifting Into Growth Mode
The Energy Information Administration recently hiked its estimates for US oil production in 2017.
Why US Natural-Gas Exports to Mexico Continue to Grow
US natural-gas exports to Mexico will continue to grow over the next five years, creating opportunities for investors north and south of the border.
11/04/16: Two New Portfolio Holdings and an Update on Oil prices
We added two Portfolio holdings in the most recent issue of Energy & Income Advisor. This Alert also updates our current thoughts on oil prices.
What’s Behind the Recovery in the Midcontinent Rig Count?
These emerging shale plays are driving the recent recovery in Midcontinent drilling activity.
Upstream Takeover Targets
Some of the biggest winners from mergers and acquisitions activity in the US upstream space have been the acquirers. Deal flow will continue to focus on assets and private-equity outfits monetizing their investments. We prefer names with solid balance sheets and exposure to franchise assets with low production costs; these names will continue to take market share, outperform their and grow their inventories of potential drilling locations.
US Shale Plays: Separate and Unequal
US oil production appears to be bottoming, but investors seeking to profit in an environment where prices will likely range between $40 and $60 per barrel must pay attention to basin-specific trends as well as companies’ balance sheets and acreage quality.
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Live Chat with
Elliott and Roger on Aug. 29, 2017
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor