Energy investors are being handed a familiar but compelling proposition: assets with long geological lives, existing infrastructure and a clearer route to incremental production can become unusually valuable when the industry’s appetite for new supply remains selective. Chevron Corp. (NYSE: CVX) is expanding…
The White House’s current focus on gasoline prices is turning Wall Street’s attention toward a less glamorous, but potentially more investable, part of the energy chain: the infrastructure that turns crude oil into usable fuel and gets it to market. For many,…
Oil is reminding Wall Street that it remains both a commodity and a geopolitical referendum again on Monday. As fresh U.S.-Iran hostilities raised concerns around the Strait of Hormuz, Brent crude pushed above $90 a barrel and U.S. benchmark WTI moved above…
Wall Street’s current mood is not quite euphoric, "sticky" inflation has a way of removing the champagne from the conference room, but it is becoming notably more constructive. The most compelling development is not simply another rally in technology; it is the…
Sable Offshore Corp. (NYSE: SOC) is shaping up as one of the more unusual—and potentially compelling—U.S. energy turnaround stories: a concentrated, infrastructure-backed restart of offshore California oil production just as domestic supply security has returned to the policy conversation. The latest catalyst…
