Are we Sailing into a Perfect Storm for Energy Stocks? (PDCE, VKIN, HP, MTDR, CPE, PBF, CEI, XOP)

As if oil didn’t have enough on its mind: Now, the Wall Street Journal is reporting that key energy sector investors are saying they see Crude prices getting squeezed still higher due to market spillover dynamics from the extraordinarily tight natural gas complex. This could represent a critical opportunity for active market participants. According to […]

Get Ready for the Coming Oil Crisis (SBOW, VKIN, CPE, RRC, XOM, CVX, SM, CEI, OIH)

The landscape is in place for a coming supply shortage crisis in the oil market, and the only place to hide for investors may be in small-cap oil stocks. The world is adjusting to the next chapter – the post-pandemic period – and global oil demand is recovering powerfully, on pace to hit new all-time […]

Why the Recent Oil Pullback is an Opportunity (CEI, VKIN, FANG, XEC, PDCE, CPE, HP, PBF, MTDR)

The Oil market continues to lead all asset classes in 2021. The recent pullback in oil is – one can make a good case – likely attributable to cash-raising activities by US producers, who still have some bumps and bruises on the balance sheet from last year’s crash in oil. They can suddenly sell in-ground […]

Stocks to Watch as Oil Threatens a Fresh Breakout

The oil market is built of the following set of key ideas: either oil production and production capacity will be able to ramp up over the near term or we will face a supply shortage. At least, that’s the prognosis from Goldman Sachs, who recently put out a piece of analysis stating that Oil would […]