Some headlines from this week:
“Invest in Production Or See Oil Hit Record $150 a Barrel” — The Telegraph
“Iran Worries Spark Fears of $200-a-Barrel Oil” — Financial Times
“Analysis: Struggle for Energy Supply Pushes SE Asia to Nuclear” — Reuters
“Energy Costs to Rise ‘Viciously’ Without Nuclear, IEA Says” — Bloomberg
“U.S. Rare Earths Miners Would Benefit from Proposed Stockpile” — Financial Times
I started rattling my saber for this move two months ago, when everyone was gasping over Europe, worrying about the next crash, and the market was moving 200 points in opposite directions every other day…
You really must ignore all the negativity about debt and politics and PIIGS nations.
If you really want to make money, that stuff is only distracting.
These words should be etched in your mind:
As we approach the peak (we’re approaching it, folks, let’s move past that nonsensical debate; the CEO of Total (NYSE: TOT), the sixth-largest oil company in the world, said this year we’ll reach the peak of oil production in five years), you’ll want to own the companies that stand to profit by recovering oil that will then be worth well over $150 per barrel.
That would be any company that accesses or helps access deepwater oil, arctic oil, shale and sands, and any remaining conventional deposits.
It’s why Bakken stocks were and are so hot. It’s why fracturing stocks are so hot. It’s why tiny companies with access to the last big African fields are so hot.
And as energy prices continue to increase as we move further into the peak, alternatives will start to become more and more competitive.
It’s not an either/or; it’s an and/when.
I couldn’t have been more right.
Today, oil is trading at a three-month high. It’s about to breach $100.
In the past 60 days, I’ve personally profited from Veolia (NYSE: VE), ProShares Crude Oil ETF (NYSE: UCO), Yingli Green Energy (NYSE: YGE), First Solar (NASDAQ: FSLR), SatCon (NASDAQ: SATC), and BP (NYSE: BP).
I’ve been putting my money where my mouth is and winning… because I’m right.
Want proof? Here’s my Scottrade sell history:
Members of my advisory, Alternative Energy Speculator, are doing the same.
The time to buy energy-related stocks is now.
I told you in my last “Weekend Edition”:
I have a single thesis and continually update you on it: I’m bullish on energy. I think the entire sector (oil, gas, nuclear, renewable, efficiency) is in for immense appreciation as population explodes and resources remain constricted. I don’t waiver from that.
And what did we learn from this week’s World Economic Outlook from the International Energy Agency?
That “oil prices by 2015 may go to $176 in nominal terms.”
That “global demand for energy is set to increase 40% by 2035.”
That “investment in energy infrastructure of $1.5 trillion a year is needed to meet projected demand through 2035, and even then, the cost of energy will increase.”
That “oil demand will rise to 99 million barrels a day in 2035 from 87 million last year.”
That “global coal demand will advance to 4.1 billion tons of oil equivalent from 3.29 billion tons in 2009.”
That natural gas demand will rise to “5.1 trillion cubic meters a year by 2035 from about 3.1 trillion in 2009.”
That “the use of nuclear energy will increase to 1.2 billion tons of oil equivalent by 2035, or 72 percent, from 703 million tons in 2009.”
In short, that the energy bull is on.
My bottom line knows it. Yours should, too.
Call it like you see it,
Editor, Energy and Capital
More Precious than Gold: Revolutionary Profits Ahead
Locked away since the Manhattan Project, one of the earth’s most powerful materials is going to revolutionize everything from energy to circuit boards.
Your Endless Source of Profit: The Birth of Sunless Solar
Years ago, we would’ve been laughed out of the room for even suggesting it… but his tiny company’s revolutionary technology has finally broken through solar power’s biggest obstacle. This report provides the details you need to know.
Cuban Real Estate Opportunities: How to Profit from the End of Communism
Big changes are underway in Cuba, starting with the free trade of property.
North Dakota Drilling Rush: Eyewitness to an Oil Boom
Energy and Capital editor Keith Kohl takes to the road to witness the oil boom happening in North Dakota.
Hot Stocks for 2012: Defending America from the Code Wars
Editor Steve Christ explains how the “code wars” have just begun, and why cyber security investments are going to be hot stocks in 2012.
Investing Successfully in an Era of Crisis: Forget China’s Collapse, Europe’s Implosion, and U.S. Debt
Investors will find bigger, faster profits in an era where everything feels far worse than it is.
2012 Oil Price Forecast: Why Prices Will Creep Higher in 2012
Energy and Capital editor Keith Kohl explains to readers why oil prices are heading back into triple-digit territory.
Investors, Quit Screwing Around and Buy Something: You Can’t Build a Bull Market When the Herd Keeps Running for Cover!
The real reason why the insiders have no faith is hidden in an empty shipping container.
More Important Than Europe: China and Rare Earths
So the moral of the story is this: Whatever China is talking about doing five years from now is 20% to 40% more valuable than what’s actually happening in the rest of the world today. Keep your eye on the ball.
America’s Oil Boomtown: Buy Into the 20-Year Boom
Why more investors are paying attention to America’s Boomtown.
Oil to $120: Raising Employment, Iranian Threats, and Rig Rates
One good number will launch the price of oil overnight.
Brian’s Roadmap to Prosperity: Bakken or Bust
Back on October 25, I laid out my plan to get millions of unemployed Americans back to work. It’s very simple: Open up our resource-rich oil and gas shale regions to exploration and production.