Positiv
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Seeking Alpha
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vor 3 Monaten
Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum; I plan to buy on weakness when geopolitical risk premiums fade. Large E&P companies are prioritizing free cash flow and reserve protection over production growth, supporting a bullish supply outlook.