- Thinking “It’s Different This Time” is usually wrong and often dangerous to your pocketbook.
- That being said, “It’s Different This Time."
- Unlike other geopolitical events that have usually had short-lived market impacts, Russia’s attack on Ukraine is going to radically revamp oil and nat gas flows around the world.
- Instead of the repeated vilification of oil producers, a new view will likely emerge that producing more oil and gas in the US is patriotic.
- Based on the foregoing analysis, I explain why Energy Transfer, TETRA Technologies, Ring Energy, Callon Petroleum, and CSI Compressco have upside of 50-100% in 1 year.
For further details see:
$100 Oil Is Here To Stay - And 'Drill, Baby, Drill' Is On The Way!