Mr. Gue is one of the foremost experts on energy investing and has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities, and meeting with management teams. He is also the co-author of two investment books published by the FT Press, The Silk Road to Riches: How You Can Profit by Investing in Asia's Newfound Prosperity and Rise of the State: Profitable Investing and Geopolitics in the 21st Century
The past 18 months have been a wild ride for the energy market with oil trading over $100/bbl and under $70/bbl and US natural gas prices reaching 10+ year highs in the summer of 2022 only to crash under $2/MMBtu last spring. A year ago, the US and other developed countries were begging Saudi Arabia and the rest of OPEC for more supply; today the market is obsessed with how much, and for how long, the cartel I willing to restrict production to prop up prices. In this session, Roger Conrad and Elliott Gue, will cut through all the noise and conflicting narratives about energy commodities and identify a handful of their top energy stocks to buy for 2024.