Why Delta Could Mean Alpha for Commodity Plays (CEI, X, TECK, MOS, FCX, PAAS, VKIN, NUE)

The Delta Variant. It has become a question mark growing in the subconscious of the collective mind of the financial world. Will it continue to spread out of control and eventually break through the vaccine barrier or give rise to a related variant that can? Will we start to see mask and social distancing guidelines […]

Pain at the Pump Equals EV Promise (KULR, TSLA, FSR, NKLA, FCEL, PLUG, NIO)

The price of gasoline keeps rising for three simple reasons. First, the initial lockdowns associated with the pandemic caused a painful crash in crude oil and related markets, with crude sinking as low as negative-forty-dollars per barrel. For the rest of 2020 up until we started seeing the light at the end of the vaccine […]

The New Energy Bull is Loud and Proud… What to Do About it?

Goldman Sachs just came out with an $80 price target on WTI Crude Oil. This note from National Bank helps to explain things: “So, while the oil field service narrative has generally been muted under the context of upstream discipline, the Majors are signaling the initial innings of a demand-led recovery; we suggest that global […]

Camber Energy (CEI) in Focus as Small-cap Energy Poised for Big Tailwinds

For investors ready to look around the corner, natural resources stocks may be entering a period defined by strong tailwinds. The current context may represent a significant long-term opportunity in the energy sector, and specifically, in small cap energy stocks. Some of the more visible names in this group include SilverBow Resources Inc (NYSE:SBOW), Matador […]

Spotlight on AGYP: The Oil Shortage Opportunity Looms

The oil market continues to be resilient. Prices are holding above the key $60 level in the US WTI Crude market, which reflects continued fears about the future potential of a shortage after economic activity, particularly travel, picks up as major OECD economies “reopen” following a sufficient distribution of effective Covid-19 vaccines. The rush to […]