As subscribers know the Energy Sector has endured a woeful time post COVID considering the crude oil price has more than doubled. We’re aware that the sector is very out of vogue at the moment as ESG investing gathers momentum but we remain bullish oil & natural gas into 2022 although the later has been absolutely caned since early October.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Energy names: Woodside (WDS), Santos (STO), and Beach Energy (BPT)
Metrics (MOT/MXT) and Santos (STO)
Energy Stocks: Santos (STO), Beach Petroleum (BPT) and Woodside (WDS)
Energy Stocks: WDS, STO & BPT
Thoughts on the local energy stocks as crude continues to climb higher?
Why MM has reduced our energy exposure
Where to for crude oil?
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