Section
Energy & Natural Resources
976 posts
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
Fretting Over Freight
by Vaibhav Tandon, Senior Economist, Northern Trust The Red Sea is one of the saltiest and warmest seas…
U.S. Tops the Global LNG Market Amid a Renewable Energy Boom
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. is adding new renewable energy capacity at a…
The Employment Situation Is Normalising, Bringing the “Immaculate Disinflation” Narrative Alive
by Hubert Marleau, Market Economist, Palos Management December 10, 2023 Fifteen years ago, macro commentaries were read by…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
The energy transition, Part 1: A primer on the clean energy transition
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: A transition away from fossil fuels is likely…
Can Energy Stocks Stay Hot?
by, Mike Archibald, CFA®, CMT, CAIA, VP & Portfolio Manager, AGF Investments Inc. As we near the end…
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
Energy Prices Are Creating Discomfort
by Carl R. Tannenbaum, Chief Economist. Northern Trust Resurgent energy prices could contribute to higher for longer monetary…
The Global Energy Complex is Complex
by Hubert Marleau, Market Economist, Palos Management September 29, 2023 A few weeks ago, I argued that the…
