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Page added on December 14, 2020

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Setting Your Portfolio Up for “Peak Oil”

Business

Last time we talked, I told you about the best energy plays available now that energy stocks are coming back into favor with investors.

As I said, near-term demand remains an issue for big oil companies. The economic fallout of COVID-19 has caused problems for the energy sector as cars and planes are not moving like they were before the virus mess.

Stephen Leeb, a former business partner of mine, wrote The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis. It discusses the theme of “peak oil.” This concept theorized the world only had so much of the vital stuff and that producers had reached the peak of what was possible to bring to market.

We haven’t reached peak oil yet – at least not in the way Leeb described it. Instead, we’ve reached peak demand thanks to the pandemic.

But if we presume the supply levels will one day peak, what are the right plays?

Post Peak

Though natural gas, helium and CO2 will be needed for the foreseeable future for many industries, when it comes to energy, oil and natural gas will be eventually moving down in importance. This is why I’ve been looking at alternative energy companies for power and power storage.

Wind and solar energy are only getting bigger. For utilities, NextEra Energy (NYSE:NEENYSE:NEE) and Xcel Energy (NASDAQ:XEL) are big pioneers that should be a part of your portfolio. And aiding the rollout of wind, solar and other green energy projects is Hannon Armstrong (NYSE:HASI), which is a primary financier of green energy projects.

Hannon Armstrong (HASI) Total Return—Source: Bloomberg Finance, L.P.

Hannon Armstrong is also moving to the next level of green power with battery storage backup. Wind doesn’t always blow, and the sun doesn’t always shine, so beyond natural gas, batteries are needed. It’s expanding backup with a co-op financing deal with the global energy company out of France, Engie (OTCMKTS:ENGIY), for US-based solar with backup systems as part of a major distributed generation (DG) rollout. DG sets up businesses and homes to operate off-grid.

Batteries are key for green power. And that’s why I continue to recommend the leaders in the current and next-generation batteries from Samsung Electronics (OTCMKTS:SSNLF) and TDK Corp. (OTCMKTS:TTDKY).

Then there’s hydrogen. Green, non-natural gas made hydrogen is one of the best next technologies to get us past post-peak oil and gas. Two companies that I’m looking at right now are Air Liquide (OTCMKTS:AIQUY) and Air Products (NYSE:APD) as leaders in the hydrogen markets as well as other must-have gasses like CO2 (liquid oxygen for vaccine delivery).

And fuel cells using hydrogen make for some of the most compelling backup power systems for the future. TDK with its newer partner GenCell (TLV:GNCL) of Israel is the go-to for this post-peak power, making TDK the must-have tech stock right now.

TDK Corp. (TTDKY) Total Return—Source: Bloomberg Finance, L.P.

If you’re a regular reader of this column, you know just how much I like TDK. In addition to its ties to battery technology for backup power systems aren’t the only reason to consider it a winning investment.

TDK provides batteries for everything from fifth-generation (5G) wireless to electric cars to the latest smartphones, wearables and pretty much every other new tech product.

Oil and energy stocks are an attractive short-term investment, but they may have risen too much because investors are buying up value stocks. If you’re looking to lay a base for your future, the next generation of alternative energy companies is a great place to start.

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33 Comments on "Setting Your Portfolio Up for “Peak Oil”"

  1. DT on Tue, 15th Dec 2020 5:01 am 

    I got yer post peak right hear,,,,,,

  2. zero juan on Tue, 15th Dec 2020 5:28 am 

    A long ago outed Ppeee sock

    DT said I got yer post peak right hear,,,,,,

  3. zero juan on Tue, 15th Dec 2020 5:28 am 

    Ppeee, you got wiped again, fuck

  4. zero juan on Tue, 15th Dec 2020 5:29 am 

    Ppeee, schitzo, stop the nonsense

    Melania said The Cunt would rent his ass out if there was money…

  5. zero juan on Tue, 15th Dec 2020 6:20 am 

    Ppeee, don’t go I was just getting started, fool

  6. Ppeee on Tue, 15th Dec 2020 6:29 am 

    Ppeeee

  7. zero juan on Tue, 15th Dec 2020 7:36 am 

    It felt so good when I cummed in widdle Davy’s mouth.

  8. zero juan on Tue, 15th Dec 2020 7:40 am 

    Ppeee, are you mad? I hope so. LMFAO

    zero juan said It felt so good when I cummed in widdle Davy’s mou…

  9. zero juan on Tue, 15th Dec 2020 7:45 am 

    I feel the urge to move a cow now.

  10. zero juan on Tue, 15th Dec 2020 9:16 am 

    Ppeee is whining, what a pussy

    zero juan said I feel the urge to move a cow now.

  11. duncan donuts on Tue, 15th Dec 2020 9:32 am 

    “Michigan Lawyer: Trump Should Take Action After Voting Machine Audit in Antrim County”
    https://www.theepochtimes.com/michigan-lawyer-trump-should-take-action-after-voting-machine-audit-in-antrim-county_3619356.html

    “A Michigan attorney involved in the Antrim County case said he hopes President Donald Trump will act after a forensic audit report of Dominion Voting Systems machines described the devices as faulty and “intentionally” programmed to produce significant numbers of tabulation errors. Matthew DePerno, who is representing an Antrim County plaintiff, told Newsmax Monday that he hopes Trump and the White House read the report (pdf) from Allied Security Operations Group “and understand how significant the findings are.” “We hope that we’ve given him something to go on here based on our investigation because if this happened in Antrim County and with these machines, there’s 48 other counties in Michigan that used the same machines, and there’s hundreds of counties across the country that also use them. And foreign interference like this needs to be dealt with, and I think the president will take action,” he said of the findings in the report, which was tweeted by President Trump on Monday. Allied Security Operations and its co-founder Russell Ramsland, a former NASA official and official in the Reagan administration, said that they found that ballot-adjudication logs and the security logs for the Nov. 3 general election in Antrim County’s Dominion Voting Systems machines were removed. They said the logs prior elections before the Nov. 3 one were still there “The adjudication process is the simplest way to manually manipulate votes. The lack of records prevents any form of audit accountability, and their conspicuous absence is extremely suspicious since the files exist for previous years using the same software,” Ramsland wrote. “We must conclude that the 2020 election cycle records have been manually removed.” Ramsland furthermore said his team found that Antrim County’s machines rejected a considerable number of ballots for adjudication, a manual process that allows election workers to cure ballots before they are re-submitted. Those machines, he said, had an error rate of 68.05 percent—while the Federal Election Commission allows for an error rate of 0.0008 percent. The report also stipulated that Dominion’s machines were “intentionally and purposefully designed with inherent errors” to produce “systemic fraud” during the election. “The system intentionally generates an enormously high number of ballot errors. The electronic ballots are then transferred for adjudication,” Ramsland wrote. “The intentional errors lead to bulk adjudication of ballots with no oversight, no transparency, and no audit trail. This leads to voter or election fraud.” The Allied report was disparaged by Michigan election officials on Monday and described it as inaccurate, while the Michigan Secretary of State’s office tried to cast doubt on Allied Security Operations. “Anyone can have an opinion, but it doesn’t necessarily mean the opinion is based on fact or science,” said Michigan Attorney General Dana Nessel in a news release. Michigan Bureau of Elections Director Jonathan Brater, in a court filing, said Ramsland’s findings make “a series of unsupported conclusions, ascribes motives of fraud and obfuscation to processes that are easily explained as routine election procedures or error corrections, and suggests without explanation that elements of election software not used in Michigan are somehow responsible for tabulation or reporting errors that are either nonexistent or easily explained.” Dominion also disputed the findings in the report, saying that “there were no software ‘glitches’ that ‘switched’ votes in Antrim County or anywhere else … The errors identified in Antrim County were isolated human errors not involving Dominion.” Dominion added: “Antrim County does not license nor use digital adjudication. To the extent Antrim County needed to resolve any absentee ballots, it was done manually … outside the tabulation system.”

  12. Davy on Tue, 15th Dec 2020 9:32 am 

    We don’t even have a cow to move Ppeee.

  13. REAL Green on Tue, 15th Dec 2020 9:34 am 

    We do have a stuffed cow widdle. Only it is pink.

  14. Davy on Tue, 15th Dec 2020 9:36 am 

    Biden won fair and square duncan. Quit yer whining. Loser

  15. duncan donuts on Tue, 15th Dec 2020 9:37 am 

    “PRESIDENT TRUMP Retweets Attorney Lin Wood: Kemp and Raffensperger “Will Soon be Going to Jail”
    https://www.thegatewaypundit.com/2020/12/president-trump-retweets-attorney-lin-wood-kemp-raffensperger-will-soon-going-jail/

  16. Liquid covid sharts man 2021! Code red! Watch out! on Tue, 15th Dec 2020 9:37 am 

    Massive medical fraud cover up of liquid sharts covid deaths.
    Most of humanity will last 4-6 weeks as the sharts virus spreads.
    No toilet paper!
    No air freshener !
    No facemasks!
    The end is near!

  17. Richard Heinberg on Tue, 15th Dec 2020 9:38 am 

    Exactly! This is what I have been saying for the last 17 years!

  18. zero juan on Tue, 15th Dec 2020 9:39 am 

    Oh Boy, Ppeee is getting goofy again. His schizoid mind is kicking in. Ppeee, are you hearing voices?

    Liquid covid sharts man 2021! Code red! Watch out! said Massive medical fraud cover up of liquid sharts co…

    Davy said Biden won fair and square duncan. Quit yer whining…

    REAL Green said We do have a stuffed cow widdle. Only it is pink.

    Davy said We don’t even have a cow to move Ppeee.

  19. zero juan on Tue, 15th Dec 2020 9:41 am 

    Oh Boy, Ppeee thinks he is Richard Heinberg. LMFAO. Ppeee juan you are a crazy fuck. Please leave so adults can have space to comment.

    Richard Heinberg said Exactly! This is what I have been saying for the l…

  20. zero juan on Tue, 15th Dec 2020 9:42 am 

    Ppeee, you have no comments on the moderated side. LMFAO. The fool got roasted and toasted

  21. REAL Green on Tue, 15th Dec 2020 9:43 am 

    Yeap widdle. Biden won fair and square, and less then 20% of us voted for dickwad Trump. I hope he goes to prison where the scumbag belongs.

  22. zero juan on Tue, 15th Dec 2020 9:44 am 

    So true REAL Green. So true.

  23. Davy on Tue, 15th Dec 2020 9:46 am 

    Ppeee can’t se our comments zero. Cus Ppeee has us on ignore.

    dumbass

  24. zero juan on Tue, 15th Dec 2020 9:46 am 

    Ppeee, quit your whining. Everyone knows it is you. You are not fooling anyone. You are crazy, fuck. Go away lunatic

    zero juan said So true REAL Green. So true.

    REAL Green said Yeap widdle. Biden won fair and square, and less t…

  25. zero juan on Tue, 15th Dec 2020 9:52 am 

    Anal goat sex is the best.

  26. Davy on Tue, 15th Dec 2020 9:54 am 

    It sure is zero.

    🙂

  27. Duncan Idaho on Tue, 15th Dec 2020 10:19 am 

    ‘It’s over, even if the fat man won’t sing’

    https://www.alternet.org/2020/12/trump-fat/

  28. Duncan Idaho on Tue, 15th Dec 2020 10:49 am 

    Hint:
    “The Fat Boy was an unmitigated disaster. As Trump himself was holding super spreader events, denying science, insulting the experts in epidemiology, deriding wearing masks, and prescribing bleach, hydroxychloroquine, and light as his personal suggested remedies for the virus, it began to become increasingly apparent to even some of the dimmer deplorables that this guy shouldn’t be managing a 7-11, let alone be in charge of the country.

  29. zero juan on Tue, 15th Dec 2020 11:41 am 

    Ppeee, are you REALLY Mad? I think so! LMFAO. Expect much more moderation Troll!

    Davy said It sure is zero.

    zero juan said Anal goat sex is the best.

    zero juan said Ppeee, quit your whining. Everyone knows it is yo…

    Davy said Ppeee can’t se our comments zero. Cus Ppeee has us…

    zero juan said So true REAL Green. So true.

    REAL Green said Yeap widdle. Biden won fair and square, and less t…

  30. Duncan Idaho on Tue, 15th Dec 2020 11:47 am 

    The Fat Boy is asking Georgia voters to help GOP Senate candidates — and keeping the money for himself

    At least he is good at something– ripping people off.

    https://www.alternet.org/2020/12/trump-georgia-2649491077/

  31. zero juan on Tue, 15th Dec 2020 12:05 pm 

    “this guy shouldn’t be managing a 7-11, let alone be in charge of the country.”

    Only REAL stupid folk can’t figger that out dumbcan.

  32. zero juan on Tue, 15th Dec 2020 12:50 pm 

    Ppeee, this is delicious, you are taking your true handle and using it as your own. You really do have zero brains! LMFAO @ the FOOL

    zero juan said “this guy shouldn’t be managing a 7-11, let alone…

  33. Cloggie on Wed, 16th Dec 2020 3:37 pm 

    In Vojens, Denmark they have the world’s largest seasonal storage of heat:

    https://deepresource.wordpress.com/2020/12/16/district-heating-with-seasonal-storage-in-vojens-denmark/

    “District Heating with Seasonal Storage in Vojens Denmark”

    Oh, and it brings down the heating bill.

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