Today, the Seeking Alpha article, "Oil Market Karma Reversed?" offers a look at the fundamentals driving, or that should be driving, the oil market. Of course, volatility is an aspect of the oil market across decades. The reversal part of the title relates to an earlier article from December, 2013 that relayed the effects being noticed from U.S. shale oil production, namely that U.S. production was moderating some of the price volatility given global supply outages that would normally have driven prices up. An October 2013 article discusses fundamentals and the Permian Basin, and chronicles how shale basins were producing. Given the fundamentals, markets have been potentially over-reacting in their heavy blows to oil and gas producers and midstream firms.
Disruption is happening in oil and gas in unimaginable ways. North Texas leaders—astute, seasoned or young—are leaning into a cresting wave of opportunity in energy.
Seeking Alpha’s Investor Summit in NYC featured a full day of macro economic, energy, AI, crypto and other investment themes and approaches to manage portfolios.
On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
The SXSW IVY Family Office Network conference revealed many trends, and importantly, what investors and entrepreneurs are advancing. Most importantly, the people. Shout out to women for Women’s History month with a few curated inspirations.
