Barron's Live Investing in the Energy Sector
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Mar 31, 2025 In this insightful discussion, Avi Salzman, a senior writer and energy expert at Barron's, shares his knowledge on the energy sector. He provides an analysis of the current challenges facing the stock market while highlighting the resiliency of energy stocks. Topics include the booming natural gas market, investment strategies for LNG, and the evolving landscape of renewable energy amidst regulatory hurdles. Avi also touches on the impact of environmental concerns on the sector and dives into the struggles of companies like Venture Global.
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Market Turmoil
- The stock market is being rattled by tariff and stagflation concerns.
- The energy sector has, however, rallied despite these worries.
Energy Sector Performance
- The energy sector is the stock market's best performer this year, up almost 9%.
- This is despite oil prices dropping in 2025.
Oil Price Dynamics
- Oil prices are stuck around $70 due to oversupply, stagnant Chinese demand, and increased production.
- Geopolitical factors, like Iran's conflict with President Trump, could push prices up.