Thursday, September 4, 2025
Financial data and insight provider VettaFI recently launched the Alerian Liquified Natural Gas Index. This is the first index focused on the high-growth liquified natural gas (LNG) industry. LNG provides a clean energy source that can be transported anywhere in the world and then regasified to produce electricity or heat buildings. LNG can become a […]
America’s shale companies have promised to keep a lid on drilling, even if oil hits $100 a barrel, citing their need to maintain capital discipline. This is great news for shareholders of all oil companies. It seems that the executives at the shale companies have learned a valuable lesson… US Shale Output in Decline U.S. […]
Last week, ONEOK Inc, finalized its acquisition of Magellan Midstream Partners. The deal produced a unique merger with some big effects on energy income investors like us. So let’s review some pre-merger financial results and make a guess about ONEOK’s future. In May, ONEOK Inc. (OKE) and Magellan Midstream Partners (MMP) announced an agreement for […]
Crude oil is trading near a 10-month high at $95 a barrel. Brent crude oil, the global benchmark, has gained roughly 30% since June. West Texas Intermediate (WTI), the U.S. benchmark, is on pace for its fourth consecutive weekly gain, and is up about 27% this quarter, pushing gasoline prices to an 11-month high. And […]
In June, West Texas Intermediate (WTI) crude oil traded in the mid-$60s. Three months later, it’s pushing $95 per barrel, with market expectations that it will soon be above $100. Due to the lag between business results and the quarterly earnings reports, it’s not too late to jump on some energy stocks for their upcoming […]
Our colleague, Tim Plaehn, wrote an interesting article this week titled: “Here’s how to profit off the gasoline price spike.” In case you haven’t noticed, the price of gasoline at the pump has been going up lately. According to AAA, a gallon of gasoline is $3.88—its highest level since October 2022. One reason for the […]
Last week, I went to fuel up my pickup truck and was shocked to see that gas prices had jumped overnight by $0.40 per gallon. Ouch! I started digging into the cause, looking for an investment angle. What I found reinforced my belief in what I think is one of the best investment opportunities in […]
Today, we’re continuing to monitor the current situation in the energy sector. As we’ve been telegraphing to our clients, we believe there’s an increasingly better chance that we’ll see this energy sector outperforming for the remainder of 2023. Looking at the monthly chart of the Energy Select Sector SPDR ETF (XLE) you can see a […]
A recent article highlighted the differences between the different income-focused investment sectors. Investors often see energy midstream and utilities as similar infrastructure-type investments. Both pay high yields and tend to be pretty safe bets. But significant differences exist, so let’s see where best to put your money… Utility stocks, real estate investment trusts (REITs), and […]
Investors often use quarterly earnings results to decide whether to buy or sell individual stocks; however, investors who focus on past results will likely miss out on the blow-out positive quarters when looking at upstream energy producers. Here’s what to look for instead, and what to look for… Upstream energy companies are oil and gas […]
