Energy Capitalist
MattSubscribe for weekly analysis of energy markets, companies, and the stocks positioned to profit.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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energycapitalist.substack.comLatest Issues
US Senators are buying this Nuclear Monopoly: Grading BWXT
A quick note before we start:
This is the first in a series where I take energy and power companies and run them through the same seven-question quality checklist. The goal is boring on purpose. Instead of reacting to headlines, I want a c...
Best buys: August 2026
Welcome to the first-ever Best Buys.
This is a new monthly feature. Once a month I’ll put a handful of energy names under the microscope and tell you plainly where I’d actually put money to work. Usually three to five picks, no filler, and...
SLB: The Oil Stock that isn't an oil stock
TL;DR
SLB is traded as a bet on the oil price. It isn’t. Its revenue tracks what oil companies spend (the global E&P budget) not Brent price. That capital spending lags oil prices, and historically over-corrects. Today, we are entering a m...
Forget Oil Stocks. The Iran Trade Is Hiding in Fertilizer.
If the Strait of Hormuz closes tomorrow, you know exactly what the retail herd will do. They will buy Exxon. They will buy Chevron. They will flood into crude ETFs.
They aren’t wrong — oil will spike. But they are looking at the wrong mole...
Batteries Are Booming. The Battery Trade Is Dying.
There is a number that every energy investor can recite right now, and it is genuinely staggering.
Battery storage additions have grown about elevenfold in four years. The grid added a rounding error of storage in 2021. In 2025 it added mo...
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Authors
The writers behind this newsletter.
Energy investor & operator | 20+ years in energy projects, procurement & ops. Nuanced analysis on oil/gas, nuclear, renewables, grid & storage for serious investors.
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