The Eurasian Century

The Eurasian Century

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The Next 10 Years In Oil
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Cyclical Value Investing

The Next 10 Years In Oil

Why I Am Staying In Energy Markets, And When I Will Leave

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Cyclical Value Investing
Sep 05, 2023
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The Next 10 Years In Oil
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Turning Black Tides

A sure sign that energy is slowly getting out of the absolutely awful sentiment with investors, I have been recently asked several times about my perspective on the future prospects of shale oil.

As a massive part of my portfolio is in oil producers (Petrobras/PBR , soon Ecopetrol/EC and Guyana stocks) and oil drilling (RIG), this is …

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