Markets & Investing

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

The Hormuz Tax Is Back. Here Is Who Collects It.

Iran fired on tankers again. WTI is climbing. The toll collectors are already in position.

The Hormuz Tax Is Now Permanent

Three more tankers turned back this week. Here is who collects the toll.

DAILY | Fri Jul 10 | Iran Attacked Three Ships Last Night. I'm Watching One Sector.

Trump killed the truce. Brent spiked to $78. One sector profits no matter who wins the straits.

Three Reactors. One Deadline. America Crossed the Line.

They hit the July 4 nuclear milestone on schedule. Here is who collects the toll when the grid runs on atoms.

Trump Called the Ceasefire Dead. Oil Is Up 7%.

Iran hit a naval base in Bahrain. The Strait of Hormuz is live again. Here's who collects the toll.

OPEC Just Flooded the Market. Heres the Real Play.

Oil Just Gave Back $30. Who Actually Won?

$29 Trillion Is Leaving the Dollar for Energy

Oil crashed $40. The $80 billion war invoice tells me what comes next.

The "Reagan 1983" Warning

The "35-Gigawatt" Problem

America’s new $100 Billion "Toll"

Wall Street just bought the wrong headline

The Ceasefire Rally Is Wrong. The Real Move Is 8 Days Away.

The Hormuz War Is 100 Days Old. Here Is Who Collects the Toll.

The Grid Is Failing. Here Is Who Gets Paid Anyway.

Meta Just Wrote a Nuclear Utility a 20-Year Check.

The Hormuz Gun Is Still Smoking

The IEA buried the most dangerous number in its new report today.

America Just Became the World's Gas Dealer

The $14 Billion LNG Toll Booth Trump Just Opened

The $67 Billion Signal the Market Is Missing

When the Toll Booth Moves to the Gulf of Mexico

The Toll Road Nobody Is Watching

Trump Landed In Beijing This Morning. The Energy Play Nobody Sees Is Already Moving.