Max Zolotukhin
Introduction
In this article, I'll guide you through my thoughts as I discuss my preparations for what I believe will be the next energy crisis - or a continuation of the trend that started in 2020.
While oil
My Top Energy Crisis Picks: 2 Dividend Powerhouses
Summary
- I expect oil prices to hit triple-digit dollar prices when economic demand bottoms, creating a perfect storm of rising demand and subdued supply growth.
- I'm gradually adding to my oil position and focusing on value stocks, with a preference for companies with high-quality reserves, efficient production, low breakevens, healthy balance sheets, and dedicated management teams.
- This article highlights two (and a bonus) oil and gas plays that I believe will outperform their peers and add tremendous long-term value to shareholders.
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 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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.