The Energy Transformation

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It Won't Go on Forever: The Inevitable ESG Rhetoric Flip
Preparing for the Shifting Investment Landscape Using Predictable Media-Policy Cycles
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Targa Resources ($TRGP) - A reversion to its aggressive growth roots
So far, so good!
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Hydrogen Hype Cycles: is it different this time?
Deciphering the mysterious future of Hydrogen
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Global Energy Crisis - Part II
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Energy Transformation First Principles - Part I
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Kinder Morgan ($KMI) – Sky-high dividends worth the risk?
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Why the U.S. Will Never Be Energy Independent
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Global Energy Crisis - Part I
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At what oil price does growth stall?
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3
The Event-Driven Trade
Gas Infrastructure Opportunities in the Permian
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The Fundamental Case: The Great Gas Debottlenecking
Gas Infrastructure Opportunities in the Permian
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Wind Energy's Fatal Limitation
It's so over
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Parex Resources (PXT): An Undervalued Cash Flowing Machine
Imagine buying a shale co. instead of this little gem?
The Real Path to Net Zero: an Energy Transformation
Nothing is ever in a straight line, is it?
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Is Picking Energy Stocks a Waste of Time?
A Tale of Two Hedge Funds - Backtesting Fund strategies over different price regimes
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Quick Post - The Degen Petrobras ($PBR) Trade
Very short term - manage your risk!
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The Energy Transformation
The Energy Transformation
The past, present, and future of all things energy.

The Energy Transformation

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