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Following the strong recent performance in precious metals, I have been searching for new areas to invest that fit into my general "long inflation" investment theme. One key area of growing interest is the energy sector as a whole, most notably the downtrodden industries such as uranium, oil, and natural gas.
After the attack on Saudi Aramco's oil pipelines, I wrote an article called "XOP: Long-Term Bottom May Be In" that details my overall bullish view on oil and how I think the long-term bottom for the energy sector