Section
Energy & Natural Resources
1036 posts
The Electricity Tipping Point & the Next Energy Boom
by Lucas White, Portfolio Manager, GMO LLC Introduction Electricity demand is surging all over the world. To meet…
Black Gold Gets Crude Awakening
by Hubert Marleau, Market Economist, Palos Management Last week I wrote that: “the stock market was heading into…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Oil Rebounds as Global Supply Risks Intensify
by Adam Turnquist, Chief Technical Strategis, LPL Research Oil has staged an impressive rebound this month as the conflict…
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…
Phillips 66 Defies Energy Sector Weakness—Is $216 Next?
by SIACharts.com Phillips 66 appears to be exhibiting positive technical characteristics, supported by a SMAX score of 9…
The Energy Market's False Reprieve
Why a ceasefire changes the near-term mood but not the structural story
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Crude awakening: The Iran conflict’s aftereffects will linger long after it’s over
Raymond James Senior Investment Strategist Pavel Molchanov examines the longer-term ripple effects of the US-Iran conflict
The Longevity Reckoning: Why Oil and Gas Reserves Are Back at the Center of Investor Calculus
By AdvisorAnalyst.com Editorial Team For the better part of a decade, the oil and gas industry operated under…
More Crude, Less Concern: Goldman Sachs Cuts Recession Risk as Oil Shock Fades
Jan Hatzius sees a cleaner macro path ahead, but the road remains narrow.
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
The UAE Walks Out: What OPEC's Fracture Means for Oil Prices
Bill O'Grady of Confluence Investment Management argues the cartel's shrinkage sets the stage for a structural bearish shift in crude — once the Strait of Hormuz reopens.
Valero Breaks Out: Why VLO’s Technical Strength Is Turning Heads
by SIACharts.com Valero Energy Corp (NYSE: VLO) continues to exhibit strong technical characteristics, reflected in its SMAX score…
Energy stocks, last hedge standing
In this article, Russ Koesterich reflects on stock market strength amid current geopolitical unknowns and a lack of reliable hedges.
Energy Shock Expected to Hit Prices Harder Than the Economy
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.