Some headlines from this week:
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“Invest in Production Or See Oil Hit Record $150 a Barrel” — The Telegraph
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“Iran Worries Spark Fears of $200-a-Barrel Oil” — Financial Times
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“Analysis: Struggle for Energy Supply Pushes SE Asia to Nuclear” — Reuters
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“Energy Costs to Rise ‘Viciously’ Without Nuclear, IEA Says” — Bloomberg
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“U.S. Rare Earths Miners Would Benefit from Proposed Stockpile” — Financial Times
I started rattling my saber for this move two months ago, when everyone was gasping over Europe, worrying about the next crash, and the market was moving 200 points in opposite directions every other day…
You really must ignore all the negativity about debt and politics and PIIGS nations.
If you really want to make money, that stuff is only distracting.
These words should be etched in your mind:
As we approach the peak (we’re approaching it, folks, let’s move past that nonsensical debate; the CEO of Total (NYSE: TOT), the sixth-largest oil company in the world, said this year we’ll reach the peak of oil production in five years), you’ll want to own the companies that stand to profit by recovering oil that will then be worth well over $150 per barrel.
That would be any company that accesses or helps access deepwater oil, arctic oil, shale and sands, and any remaining conventional deposits.
It’s why Bakken stocks were and are so hot. It’s why fracturing stocks are so hot. It’s why tiny companies with access to the last big African fields are so hot.
And as energy prices continue to increase as we move further into the peak, alternatives will start to become more and more competitive.
It’s not an either/or; it’s an and/when.
I couldn’t have been more right.
Today, oil is trading at a three-month high. It’s about to breach $100.
In the past 60 days, I’ve personally profited from Veolia (NYSE: VE), ProShares Crude Oil ETF (NYSE: UCO), Yingli Green Energy (NYSE: YGE), First Solar (NASDAQ: FSLR), SatCon (NASDAQ: SATC), and BP (NYSE: BP).
I’ve been putting my money where my mouth is and winning… because I’m right.
Want proof? Here’s my Scottrade sell history:
Members of my advisory, Alternative Energy Speculator, are doing the same.
The time to buy energy-related stocks is now.
I told you in my last “Weekend Edition”:
I have a single thesis and continually update you on it: I’m bullish on energy. I think the entire sector (oil, gas, nuclear, renewable, efficiency) is in for immense appreciation as population explodes and resources remain constricted. I don’t waiver from that.
And what did we learn from this week’s World Economic Outlook from the International Energy Agency?
That “oil prices by 2015 may go to $176 in nominal terms.”
That “global demand for energy is set to increase 40% by 2035.”
That “investment in energy infrastructure of $1.5 trillion a year is needed to meet projected demand through 2035, and even then, the cost of energy will increase.”
That “oil demand will rise to 99 million barrels a day in 2035 from 87 million last year.”
That “global coal demand will advance to 4.1 billion tons of oil equivalent from 3.29 billion tons in 2009.”
That natural gas demand will rise to “5.1 trillion cubic meters a year by 2035 from about 3.1 trillion in 2009.”
That “the use of nuclear energy will increase to 1.2 billion tons of oil equivalent by 2035, or 72 percent, from 703 million tons in 2009.”
In short, that the energy bull is on.
My bottom line knows it. Yours should, too.
Call it like you see it,
Nick Hodge
Editor, Energy and Capital
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