Energy Assets for a Sustained Inflationary Environment

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Monthly Letter

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We don’t know about the short-term, but over the coming years, we may be in for a raging oil bull market.

For most US shale oil regions, peak oil production is in the rearview mirror. Compared to 2007 – the year before the Global Financial Crisis – oil supermajors like ExxonMobil are carrying multiples of their previous debt loads. And global energy capital expenditures (CAPEX) are only a fraction of what they should be. (Less CAPEX today means less production tomorrow.)

Plus, Saudi Arabia and the rest of OPEC (the Organization of the Petroleum Exporting Countries) may not be able to significantly boost production. Even Russian oil reserves could peak over the next couple of years. 

And although the global oil supply-demand is about balanced, that equation could change. 

When China’s economy fully reopens, oil demand should increase. Simultaneously, sanctions and other geopolitical risks could stymie the supply of oil on the global market. 

All that said, it’s clearly time for an in-depth coverage of the energy market. 

So, that’s what today’s Monthly Letter is all about. We’ll discuss oil, renewables and a promising energy source – if politicians could ever get out of the way. We’ll reveal an important energy metric. And we’ll cover how you can better analyze energy companies to profit from this long-term bull market.

On July 29, 1914 – the second day of World War I – Winston Churchill addressed the British military’s leadership, “Now we have our war, the next thing is to decide how we are going to carry it on.” In his diary, British Royal Navy Captain Herbert Richmond wrote that Churchill, then serving as the…

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