We approach energy investing with a macro view. We research the underlying drivers for the energy industry and study the inter-relations of various markets and subsectors to seek the best returns.
This newsletter outlines our observations on a regular basis. It is published and emailed to readers on the 1st and 16th. The first of the month reports include a special discussion section on an energy subsector.
We provide you an edge over the average investors and our perspective on the construction of a risk-balanced energy portfolio. You will get a deep understanding of the energy markets and the ability to interpret energy market events.
A few sample reports can be found on the Archive page or below.