Who We Are

As Brent is flirting with ~$100, dual chokepoints emerging in Hormuz and the Red Sea, and Brent time-spreads back near their war‑spike highs, we thought it would be helpful to share how we’re currently positioned,…

According to our latest TSCG 2H’26 M&A Outlook survey, a wall of money is lining up behind energy (and utility) deal‑making and respondents are surprisingly aligned(ish) on where the real fireworks could be. In this…

Natural gas, which we admittedly have not spent a ton of time on because oil just offers much better vol(atility) currently (we almost picked up some front month HH sub ~$2.80 but it never got…

…as it (TRGP) emerged as *THE* undisputed Top Long into 2H’2026. Kind of like the ‘Madden’ cover… HAL reported this am (getting sold pre-market at the time of this writing) and showed up as a…