Oil Inventories Headed Lower Through Remainder of 2021

06/30/2021

Non-OPEC+ production outside of the US is facing challenges similar to the situation with the US shales. In their most recent report, the IEA reports that non-OPEC+ production outside of the US..

Leigh Goehring on the Many Factors Sending Oil Prices Higher

06/24/2021

Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video conference call along with Stacy Havener, CEO and Founder of Havener Capital Partners. During the event, they discussed..

Setting the Stage for an Oil Crisis

01/27/2021

We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to..

Top Three Blog Posts of 2020

01/06/2021

A return of inflation could wreak havoc on many investors’ portfolios, especially those heavy in fixed-income securities. In 2020 we wrote extensively on how the Fed’s actions and the CARES Act..

Where Has Shale Productivity Gone?

11/23/2020

Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced..

How Much Energy Exposure Should Investors Have?

10/29/2020

The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic..

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