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Energy Income Weekly: The Energy Sector Starts To Outperform



  • Energy was the best-performing S&P 500 sector, notably outperforming technology shares.
  • The fundamental setup for oil and oil-related equities remains bullish.
  • Energy stocks are likely to continue to outperform as higher oil prices raise concerns about inflation and higher interest rates.
  • Looking for a helping hand in the market? Members of HFI Research Energy Income get exclusive ideas and guidance to navigate any climate. Learn More »

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Energy Income Performance

It was another week of outperformance for the energy sector. Increasing oil prices raised the prospect of higher inflation, which, in turn, pushed up Treasury yields and pushed down the S&P 500 (SP500). The


At HFIR Energy Income, we strive to outperform with every pick recommendation. Since inception in 2021, the HFIR Energy Income Portfolio has returned 94.5%, versus its benchmark's return of 44.6%.

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This article was written by

HFIR Energy Income profile picture

HFIR Research is a full-time professional energy investor, active in the sector since 2015 while specializing in deep value opportunities and special situations. He has managed a private investment partnership since 2007 and has a long professional history in finance, having served in various roles in the industry since 2000.

He runs the investing group HFI Research Energy Income where he works to outperform the benchmark of the Alerian MLP Index, by investing in energy stocks for income and growth. Features of the service include: 4-6 exclusive idea write-ups per month, real-time portfolio tracking including what to buy, when the dividend will be paid, tax implications and positional weighting, fundamental data pertaining to MLPs, and 24/7 direct communication with the HFI Research team to ask questions. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of THE HFI RESEARCH ENERGY INCOME PORTFOLIO 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.

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Comments (8)

Aricool profile picture
gasoline demand data over the past 2 years clearly shows us that gasoline (thus oil) demand is more discretionary than ever in US history (e.g., when summer ’22 post $CV D 19 gasoline demand went lower than record low $CV D 19 shutdowns demand)- likely b/c of WFH and people having many cars and choose their most fuel economical when budgets are tight and/or fuel prices are high. So, look out below…
Aricool profile picture
$I $hate to crash $ur oil surge hopes, but Oil price always shoots up before a big crash/recession. $Chi na is going to help make sure that pattern will not escape u...

IMHO, $100 WTI (or even maybe >$85) will induce an immediate recession, or even GFC 3 like end of 2008 oil price surge did. $HINT: why do $u think $US/$EU/etc. govs did a coordinated global SPR release when crude stayed >$70 for too long, and while GDP surging at multi-decade highs?
* Was the leadership change at ETRN instigated by the board, large shareholders, or ?
* Will the new CEO be more of the same or better or worse?
jodihn profile picture
Not sure how much is a shift. It might add more from others to the mix, though. From the OXY 2Q23 EC:

"The next one will be the Powder River Basin, where while we did take an impairment on some noncore areas, they -- we are excited about the Powder River. And I think Richard will say a little bit more about that later. But the Southern Powder River is, we're seeing good results there. And our appraisal team is beginning to work in the northern part of the Powder River. "
Orion1963 profile picture
I'm actually hoping that Brent holds in this $90 -$93.00 range, as we don't need a panicked price surge and the corresponding political elite calling for Windfall Profits Taxes in the U.S.

With crack spreads near record highs and Brent at $90.00 the integrated oil companies will be flush with F.C.F.

There is no risk of a windfall profits tax in the U.S.
@nealric maybe not. But what's in a name.

According to an article in SA today, California is suing big oil for environmental damage or some other nonsense.

Same same but different as they say in Thailand.
Great article. I don't see a mention of AR. What is your current position on AR & nat gas?
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