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Russia and the Next Phase of the Energy Super Cycle
Amazingly, the emerging conventional wisdom is that the days of $100 plus oil are numbered. And once fallout from Russia's invasion of Ukraine loses its sting, prices will come crashing back to earth, as oil and gas are replaced by wind, solar, and electric vehicles.
The result: your last, best chance to buy high-quality energy stocks cheap, including producers likely to double from these prices, midstream companies yielding nearly 9% that are once again hiking payouts at double-digit percentage rates, and takeover targets in line to bag offers as much as 50% above current prices, within a matter of months.
In this discussion, we will:
- Highlight the drivers of the energy stock returns and where this super cycle is likely to peak.
- Unveil our four top energy picks for the rest of 2022 and beyond.
- Unmask energy stocks you'll still want to avoid.
- Answer your questions about all things energy.