My Top Plays For The Energy Crisis

Feb. 15, 2023 8:30 AM ET, , , , , , , , , 43 Comments

Summary

  • In this article, I start with an in-depth discussion of energy fundamentals, explaining why I expect oil prices to remain elevated on a long-term basis.
  • Based on that context, I present my favorite energy investments, including upstream, midstream, and downstream.
  • I have invested in most of these companies and look forward to buying more exposure on stock price weakness in the months ahead.
Lauf von Oli, Dollar, Bitcoin, Taschenrechner und Kugelschreiber

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Introduction

Recently, I wrote an article titled "The Oil Giant's Bet On The Super Cycle: Exxon Mobil And BP" where I explained my bullish perspective on long-term energy prices. Using the earnings of BP and Exxon Mobil as a

This article was written by

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Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of XOM, CVX, VLO, DVN, MRO, PXD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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