Energy Transfer: The Drivers Behind Above-Average Growth This Year (Archive)
Data center-driven gas and NGL growth, but leverage and rich valuation cap near-term upside.
Energy
Exxon Mobil: Boosted By Powerful Pricing And Volume Tailwinds (Archive)
Exxon Mobil rides war‑driven oil prices and low‑cost volume growth in a powerful uptrend.
A Canadian Natural Gas Giant Winning From Global LNG Disruptions
Global LNG disruptions could drive a multi‑year free‑cash‑flow surge for this producer.
An Aussie Thermal Coal Producer Quietly Benefiting From Global Energy Shocks
Thermal coal producer with low costs, rising volumes, and fresh breakout tailwinds.
Energy Transfer: Lake Charles Shock, EBITDA Miss And A Bearish Rollover Into 2026 (Archive)
Energy Transfer’s growth stalls as Lake Charles is scrapped and bearish pressures build.
Range Resources Q2 Recap: 2 Negatives Outweigh 1 Positive (Archive)
Natural gas pricing headwinds and weak seasonality overshadow Range Resources’ robust growth outlook.
Energy Transfer: The Distribution Looks Safe For Now - But Here's What Worries Me (Archive)
Margin of safety on Energy Transfer’s distributions is steadily eroding despite appearing secure today.