Keith Kohl's #1 Prediction for 2025

[dan_s]

#1: The Best Oil Profits to Find in 2025 Aren’t Where You’re Looking

I don’t think it’ll be very hard to find oil profits in 2025, you just have to know where to look.

Fifteen years ago, when the tight oil boom was hitting its stride, finding profits in oil stocks was like shooting fish in a barrel. But as you and I know all too well, today it’s a much different landscape in the U.S. oil patch.

Next year, I think people will finally realize that the “Drill, Baby, Drill” mentality is outdated.

I know it, you know it, and so does every driller out there. As we’ve said time and again, it’s no longer about how many holes you can drill, it’s about how efficiently you can extract that oil from underground.

Barring some catastrophic event, we’re not going to see oil prices spike back to $100 per barrel anytime soon. Keep in mind that this is in spite of the fact that global oil demand will hit all-time highs in 2025.

Even with President Trump in office, I don’t believe we’ll see a sudden drilling frenzy. In fact, I don’t think we’ll see much growth during the first half of the year. Any real growth will take place in the third or fourth quarters.

Again, that doesn’t mean there won’t be money to be made.

The real winners under a Trump administration will be the infrastructure players that will have a greenlight for new projects.

We’ll see long-dead projects resurrected and haunt, and red tape slashed as new capacity is added during a second Trump term.

[mikelp]

great report Dan
thanks for posting that

I'm also thinking LNG will be a top performing sector in 2025 with the recent shutoff of Russian gas flow thru Ukraine pipelines to Europe

north American LNG demand should only benefit from a Trump administration, removing the BIden bottlenecks and his 'green bad deal' priorities

I'm overweight several closed end funds in the sector trading at nice discounts/NAV, monthly divy players yielding north of 8%

TYG
KYN
EMO
NML
MEGI

some may want to take a gook at this ETF

LNGZ

https://www.rangeetfs.com/lngz?gad_source=1&gclid=Cj0KCQiAst67BhCEARIsAKKdWOlLNIdgcGzp_1hgY54tYTaBn06ThcSzf9jwt-As_Rn5SkKrvXsjWysaAqhVEALw_wcB

[dan_s]

Good post. I want the EPG Forum to be a place where members (with lots of industry experience) can share their ideas. If you do post a specific stock pick, please post your reasons why you think the stock is under-valued by the market.

Harry, the "Petroleum Economist", will be joining me on our January 16th webinar to discuss his Top Picks for 2025.

Yesterday, Surge Energy (SGY.TO and ZPTAF) agreed to host an EPG webinar on January 23rd. Surge is one of our High Yield Income Portfolio companies that pays monthly dividends. Surge will be getting a nice revenue boost in 2025 from rising natural gas prices.