05 Jan 2026
7 minutes read
The World's Most Expensive Parking Lot
Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and …
Oil
17 Apr 2025
4 minutes read
Pipe Dreams
Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and …
14 Jan 2025
5 minutes read
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the “loonie”) and a struggling oil sands industry present a compelling case for …
11 Apr 2024
5 minutes read
Offshore Drilling 101
In this article, I explain crucial background and recent changes in oilfield economics to make the bullish case for a …
04 Apr 2024
5 minutes read
Offshore Drilling: Shifting Sands
Investors looking for the “next Uranium” trade should consider keeping a close eye on this dynamic corner of …
04 Feb 2024
4 minutes read
The EV Revolution's Hidden Catch
How Running From Gasoline Is Actually Driving Up Oil Use
Electric vehicles (EVs) are often promoted as a way to reduce …
07 Oct 2023
3 minutes read
More Money. More Problems.
When India and Russia announced their rupee-ruble deal to trade oil, bypassing the US dollar, it generated quite a buzz. …
Recommended
6 minutes read
Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate …
Uneducated Investor's Contrarian ETF Portfolio
I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …