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 […]

How to Capitalize on the Next Leg of the Oil Bull Market (CEI, PXD, MTDR, FANG, HP, HES, OIH, XOP, VKIN)

Bank of America recently came out with a reaffirmation of their call for $100 Crude Oil. This projection is hardly a shocking outlier. We have seen analysts go all the way up to $150 oil on the way – which would be a new all-time high in nominal terms. But what’s driving these lofty estimates? […]

Delta Scare Offers Fresh Look at Small-Cap Energy Stars (VKIN, SBOW, MTDR, CEI, FANG, SM, HP)

The recent pullback in oil and gas prices appears to be related to fears that the Delta variant of Covid-19 will result in further lockdowns and travel restrictions that could pose catastrophic risks for energy players, as they did in April of last year. We see this dynamic often in markets – investors are susceptible […]

Why this Oil Pullback Could be a Critical Opportunity (SBOW, MTDR, CEI, FANG, HP, SM, VKIN, OIH)

Crude Oil has been running higher for most the past year, advancing as much as 120% during the trailing twelve-month period. The story has been clear: demand is taking off, but production capacity has been barren of new investment for the past 18 months and US shale players refuse to ramp up production despite the […]