Energy

The Hormuz Triad: Energy, Chemicals, and Fertilizer

March Energy Report: The Hormuz Edition

Mar 6 • Mihail Stoyanov

How to Build a HY LNG Exposure; Four HY Ideas for Energy and Shipping Investors

Preferred Stocks are the Hidden HY Champions

Feb 25 • Mihail Stoyanov

Place Your Bets: Capesize Bulkers and Small LPGs for Strategic Bets, LNGCs for Tactical Bets

January Shipping Report: The Market Review Edition

Feb 20 • Mihail Stoyanov

Norwegian Investment Vehicle as a Bet on the Shuttle Tanker Market

Nano-Cap Play for Adventurous Shipping Investors

Feb 18 • Mihail Stoyanov

A 3-4x in the Next Offshore Squeeze? Betting on Jackups

Undervalued and Underwater: A Deep Dive into Jackups

Feb 6 • Mihail Stoyanov and Hugo Navarro

Stock Pick for OFS Connoisseurs: When Italy, Energy and 44% IRR Get Along

Not all attractive energy opportunities are in the US and LatAm

Jan 27 • Mihail Stoyanov

Want to Buy a Suezmax Tanker for Bunker Barge Money? Think Twice Before You Go

January Shipping Report: The Nano Scam Edition

Jan 23 • Mihail Stoyanov

"Experts", Experts, Offshore Thesis, and Venezuelan Oil Capacity

January Energy Report: The Venezuelan Edition

Jan 9 • Mihail Stoyanov

How Get >100% Upside and Double Digit Yield Betting on Strong Oil Market?

A Boring Way to Get Long Energy

Dec 17, 2025 • Mihail Stoyanov

Pick Your Poison: VLGC vs Small/Handy LPG Carriers

December Shipping Report: The LPG Edition

Dec 12, 2025 • Mihail Stoyanov

A 5x in the Last Great Oil Trade? Betting Big on Offshore Drillers

Undervalued and Underwater: A Deep Dive into Offshore Driller Equities

Nov 27, 2025 • Mihail Stoyanov and Hugo Navarro

What Can Kill the VLCC Bull Market?

November Shipping Report: The Party Killer Edition

Nov 14, 2025 • Mihail Stoyanov

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts