Saturday, November 14, 2026
Energy infrastructure has become a hot-button topic in the discussion around the data center buildout. However, energy sector infrastructure stock prices have been hit- or-miss this year, as investor sentiment about the data center buildout swings from enthusiastic to negative. For example, here is the year-to-date chart for Kodiak Gas Services (KGS), which provides natural […]
On October 26, natural gas producer EQT Corp (EQT) announced an agreement to acquire Range Resources (RRC) in an all-stock deal. In the deal, Range Resources would receive 0.987 shares of EQT, valued at $54.91 on October 23, for each share of RRC. The value is a 21% premium to the RRC closing price on […]
2026 has been an amazing year for investments that track crude oil and refined fuel prices. For example, from my recommended stocks, upstream oil producer Diamondback Energy (FANG) is up 35% year-to-date. Even more striking, the recommended refinery stock Valero Energy (VLO) is up 169% this year. With the focus on gains in petroleum-related stocks, […]
With crude oil continuing to trade at $90 to $100, and gasoline and diesel prices high enough to worry politicians, the wars in Ukraine and Iran have thrown global energy markets into disarray. To fully understand what’s happening, it’s important to also understand the broader energy sector, which divides naturally into three subsectors, depending on […]
The war with Iran has caused serious disruptions to the global energy markets. Much of the focus has been on oil tankers trapped on the wrong side of the Strait of Hormuz. However, the Persian Gulf countries export a range of energy and other products, and they must all transport them through the strait. Furthering […]
On December 8, Antero Resources (AR) and Antero Midstream (AM) announced a pair of transformational deals. The moves should be positive for both stocks. Antero Resources is a natural gas producer with operations primarily in the Marcellus shale. The company announced an agreement to acquire the upstream assets of HG Energy II, LLC, for $2.8 […]
