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EVs are taking over the roads, and they are here to stay. What started as a market for early adopters and technophiles has transitioned to mass adoption from businesses and the general public.
Evidently the oilpatch loves “May flowers” as all energy indices meaningfully outpaced the S&P500 during the month.
Energy was flat/mixed during April.
Commodity markets continue to heal, as evidenced by falling inventories across most products.
After a very strong February, energy mostly scratched out additional gains in March.
After years in the doghouse, energy has been leading the stock market for the past few months.
Just over 25 years ago, Andy Pilara started a mutual fund that is the forebearer of the SailingStone Global Natural Resource strategy.
Today’s environment brings unprecedented complexity to the energy markets. While volatility is par for the course in the energy industry, 2020 showed us just how tumultuous the market could be.
The commodity markets continue to heal, despite an extremely volatile economic and geopolitical backdrop.
The dislocations created by COVID-19 and the subsequent global economic shutdown have scarred countries and communities around the globe.
Each quarter, the Dallas Fed publishes a survey of U.S.E&P and oil service companies. While the data is informative, the “Comments” section is often more insightful. Amidst COVID-19 projections and calls for government intervention to “protect Americ
Today, we’re improving, expanding, and redefining the way that we power our world through energy. Our ever-evolving relationship with energy spans millions of years and our society will always look for ways to maximize resources and energy outputs. W