Section
Energy & Natural Resources
983 posts
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Oil - The Tax Cut No One's Talking About
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Oil prices have plummeted – down about 30%…
Energy Prices Are Not Well Grounded
by Ryan Boyle, Senior Economist, Northern Trust Electricity prices in the U.S. may heat up this summer. Many…
Ninepoint Energy Strategy Update - June 2025
In this upcoming webinar, Eric Nuttall, Partner, Senior Portfolio Manager at Ninepoint Partners shares his latest views of the energy market and elaborating...
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
Natural Gas is on Fire: The 106% Rally No One Can Ignore
by SIACharts.com Another week of trading is in the books, and we find the Natural Gas Continuous contract…
The state of the energy transition: Where are we now?
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson While the politics of climate are changing, the prevailing…
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
Ninepoint Energy Strategy Update: Fueling the Energy Expansion
In this webinar replay, Eric Nuttall, Partner, Senior Portfolio Manager at Ninepoint Partners shares his views of the energy market and elaborating
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Natural Gas Explodes: How the Winter Surge is Driving Energy Stocks Higher
by SIACharts.com In the November 19th edition of the Daily Stock Report, Cheniere Energy Inc. (LNG) and the…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Middle East, and Oil
Global oil markets are working through many disruptions. by Carl Tannenbaum, Chief Econmist, Northern Trust Jimmy Carter turned…
Denise Chisholm: Energy is not a Recovery Play
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Many energy investors consider the group a “recovery…
