The Eurasian Century

The Eurasian Century

Cyclical Value Investing

The Next 10 Years In Oil

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

Cyclical Value Investing's avatar
Cyclical Value Investing
Sep 05, 2023
∙ Paid
6
14
Share

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 …

Keep reading with a 7-day free trial

Subscribe to The Eurasian Century to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Jonathan Schramm
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture