They’re out there, of that you can be sure, but their intentions are born out of misconceptions that swirl around the idea of U.S. energy dominance. So we can’t really blame anyone for thinking...
Limiting supply growth now during a period of healthy demand means that a perfect storm is brewing for individual investors like us...
The veteran members of our investment community know that the most powerful driver for energy prices, be it a cubic foot of natural gas or a barrel of crude oil, are the supply and demand...
I’m going to tell you something that has never been uttered from my lips before. The veteran members of our Energy and Capital investment community know that is something I don’t say lightly...
Up until now, Canadian oil companies were at the mercy of U.S. buyers. And make no mistake, we DO buy a lot of that Canadian crude — well over 4 million barrels of the heavy crude every single...
It’s not uncommon to see a government enact an overly ambitious strategy to transition to clean energy. After all, shifting to clean energy is a good thing, right?
Every so often we get a glimpse into a generational growth story that years later investors question how they ever missed it.
Last Friday, President Trump issued several new executive orders aimed at bolstering U.S. nuclear power capacity and developing next-gen nuclear technology...
India is having a moment — and not the kind you blink and miss. It’s the kind of moment that builds empires, shifts the balance of global power, and fattens the portfolios of investors who have...
Discover why NuScale Power Corporation (SMR) stock soared 19.43%, exploring the market dynamics, investor sentiment, and nuclear energy trends fueling this dramatic move.
Every President in modern history wishes they could do what Trump is about to do. Without question, it’s one of the biggest political victories our Commander-in-chief can achieve during his...
In recent years, the narrative battle was aggressively waged between the IEA and OPEC. Each pushed their own agenda against the other, OPEC yearning for higher oil prices to generate more revenue...
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