ETF sectors and rotation

  • Midstream’s Growing Role In Clean Hydrogen

    With their expertise in storing and transporting molecules and their existing infrastructure, midstream companies can be helpful partners as ammonia producers look to decarbonize existing operations or develop

  • USO: Geopolitical Risk Likely To Weigh On Crude Prices

    Oil bulls also got some good news last week when OPEC+ announced an unexpected production cut of 1.16M bpd, and Russia agreed to maintain a 500k bpd reduction which it had initially implemented in

  • Mozambique’s LNG Export Dreams Getting Closer To Fruition

    Exploration and appraisal activities testing the Prosperidade and Golfinho/Atum complexes have determined that production wells could be developed in this concession with peak production rates of 100-200 million cubic feet of natural gas per day. France’s state-run energy firm,

  • U.S. Wheat, Corn, and Soybean Exports Could Fall This Summer

    As geopolitical forces play out on agricultural commodities in Ukraine, fewer domestic exports from the U.S. this summer could also weigh on prices, particularly when it comes to wheat, corn, and soybean exports.

  • Wheat, Corn Push Higher as Russia-Ukraine Conflict Escalates

    Short-term traders or long-term investors who want an all-encompassing approach can use the Teucrium Agricultural Fund (TAGS), which is essentially a fund of funds (including the aforementioned WEAT and CORN), and it features a low 0.13% expense ratio, combining exposure

  • Midstream Growth Outlook: LNG, NGLs, M&A And The IRA

    Key themes included opportunities related to natural gas, increased M&A activity, and the role of midstream in the energy transition. These opportunities may include gathering and processing assets or even

  • U.S. LNG Gains Influence In New Geopolitical Landscape

    So, how have recent market events accelerated LNG playing a role in the tool kit of foreign policy and energy diplomacy? U.S. LNG exports helped Europe through the winter of 2022 and strengthened its role in energy

  • XLE: Buy The Dip Amid Record 14% Free Cash Flow Yield

    Since my last article on the XLE in December 2021, we have seen a further 52% gain in the ETF, even as oil prices have remained flat. Oil majors have been able to generate record free cash flows despite this drop in oil prices, which put the free cash flow yield at 14%.While free cash flows will almost certainly fall over the coming months, they should remain elevated, and combined with strong balance sheets, this should allow for continued high dividend payments.

  • How to Invest in Nuclear Power’s Renaissance

    Nuclear power emits zero carbon, but challenges with waste disposal, occupational safety, and high-profile accidents have led to immense backlash. Several individual companies covered by Morningstar equity