Energy Capitalist
Matt SageSubscribe for weekly analysis of energy markets, companies, and the stocks positioned to profit.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 6 months ago | Last Issue | 24 days ago |
| Active | |||||
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energycapitalist.substack.comLatest Issues
The Better Business Isn’t Automatically the Better Stock
Last quarter, GE Vernova booked $24.2 billion of orders, up 88%, and generated $5.1 billion of free cash flow, more than it produced in all of 2025.
Siemens Energy posted record orders and revenue, plus its first profitable wind quarter s...
The Oil Giant That Wins When Prices Fall: Grading ExxonMobil
A quick note before we start:
This is the next entry in the series where I take energy companies and run them through the same quality checklist. Same six questions, same 0–3 scale, same goal: a boring, repeatable way to ask “Is this actua...
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...
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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. // Matt
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