14 Comments
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Yunus MIler's avatar

Another day another fine write up.

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Graham Stephan's avatar

Thanks Yunus!

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Colin MacLeod's avatar

Alberta, your stable, democratic, ethical + environmentally responsible oil producing neighbour has the 3rd largest reserves in the world. Yet Biden cancels the Keystone pipeline his 1st day in office. That pipeline would have been able to supply the U.S with an additional 800,000 bbls per day.

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David's avatar

Not to sound crude, but the United States needs to change the narrative and fund more research into alternative sources of energy like solar and wind.

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Robert Cook's avatar

David, that will take years. Energy drives the economy, and those civilizations with the cheapest energy will enjoy the highest standard of living. Go green all you want, but I prefer a booming economy, something we haven’t truly had in quite a while. As you watch your standard of living decline drastically, you can thank those that blocked oil exploration, refineries, nuclear and coal, all in the name of “saving the planet”.

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Six Bravo's avatar

Short of a dramatic decrease in global population, a large reduction in hydrocarbon use is unlikely. Check out our article Oil Ain't Toast.

https://specialsituationinvesting.substack.com/p/oil-aint-toast

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Rizza Mizza's avatar

Who your ghost writer?

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Howard Hudson's avatar

I hope Biden pulls the military out of Saudi and cancels the deal to sell them F18's

Meanwhile he needs to create incentives not just for the drillers, but also the alternative fuel manufacturers and then the alternative energy providers in order to become the world leader in clean energy production.

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Marco Rosales's avatar

Thanks so much Graham. I love the line “cut back on savings and keep an emergency fund...” - perhaps a very appropriate Freudian slip indeed😉

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Rishi Gautam's avatar

Hey Graham! I really love these articles. Before I found you on YouTube I wasn’t educated on anything about the world, and because of you know I can fully see the world and see how the world’s market moves. I especially love all the real-estate news! 🏡 Thank you for everything!!!🤩

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Vikas Goel's avatar

Hi Graham, I know your audience is USA people but no harm in expanding it to upcoming nation like India....such a beautifully written article, If u can also pls share ur views on oil prices Impacting India in short n medium term considering geopolitics, renewable n whatever more applicable. Thanks

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Rizza Mizza's avatar

No one care about India cuh

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Dr.L.Torres's avatar

The U.S. oil industry is fighting renewable energy—hard. We need to invest in alternative energy sources now or we will be in an even worse position.

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Linda's avatar

Thank you for this informative newsletter Graham :) 💕💕💕

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