What Trump’s China Tariffs Could Do to Your LNG Stocks

by | published September 18th, 2018

One of the nice things about investing in the energy sector is that you can make money regardless of the direction in which the sector actually moves.

This is something that can’t be said for many other industries, that’s for certain.

On the other hand, energy is highly influenced by worldwide events, which often increase both volatility and the perception of risk.

Especially if those events have a narrow political focus.

This latest influencer just cost me most of the weekend as members of my global network went into overdrive parsing a few things:

  • An expected White House decision,
  • The likely foreign reaction, and
  • Where opportunities would emerge as a result.

All of this came to a head late yesterday afternoon when our Commander-in-Chief escalated the ongoing tariff war.

And here’s what that means for the oil and gas sector

We Just Beat Russia and Saudi Arabia

by | published September 15th, 2018

Each year on September 1, the countdown begins.

Each year, we’re one year further from an event that has defined U.S. policy for nearly two decades.

Each year, we recite the litany of names.

September 11 has the unfortunate distinction of being a day where anyone you ask recalls exactly what they were doing that morning.

Something I’ve noticed is how everyone recalls how beautiful a day it was.

The calm before the storm, I suppose.