The Oil + Gas sector is sensitive on the demand side to the economic cycle / recession, and the supply side is full of variables like OPEC policies, quota cheating, supply disruptions, sanctions, wars, and now 'drill baby drill'. The end result is a much more volatile sector than the overall stock market. Nuclear energy has been on a tear for several years, and isn't cheap anymore. The Clean Energy sector is in disarray. Pipelines are one of the more stable areas.
Buffett's pick OXY has so far been a dog. He also has some CVX, which has been zig-zagging sideways for 3 years.
One interesting nuclear related stock is BWXT (below). In addition to their US Navy business, they are expanding into commercial areas, including the SMR / Small Modular Reactors -
>>> BWXT Awarded Historic Manufacturing Contracts to Support Pickering Life Extension and Darlington New Build Projects <<<
>>> BWX Technologies, Inc. (BWXT), together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations.
The Government Operations segment designs and manufactures naval nuclear components, reactors, and nuclear fuel; fabrication activities; and supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers. This segment also involved in manufacture of close-tolerance and equipment for nuclear applications; down blend government stockpiles of uranium; receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; and supplies research reactor fuel elements for colleges, universities, and national laboratories, as well as components for defense applications.
The Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, and reactor components; and other auxiliary equipment, including containers for the storage of nuclear fuel and other high-level nuclear waste. This segment also offers nuclear fuel, fuel handling systems, tooling delivery systems, nuclear grade materials, and precisely machined components, and related services for CANDU nuclear power plants; provides in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices.
The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.
Yes, it seems increasingly obvious that gold is the place to be, with silver following along for the ride. Countries are de-dollarizing their trade and central bank reserves, and buying gold instead of US Treasuries. BRICS is expanding fast, with their new gold-linked currency which should be a formidable competitor to the US dollar. Rickards says the key to the BRICS currency rollout is having a large enough number of countries using it, so BRICS expansion will be accelerating.
All this should be good for gold. Countries will have the choice between the gold-linked BRICS currency, and the unbacked / fiat US dollar (backed by Bitcoin? lol), issued by a country (US) heading for a debt bomb unravelling in a few years. The US will try to sabotage the new BRICS currency, but Trump's punitive tariff approach may just push our current allies into the arms of BRICS faster. The tariff approach seems like a big strategic mistake on numerous levels -
1) Accelerates the US debt bomb (by raising inflation and keeping % rates high)
2) Accelerates BRICS expansion (remaining allies flee the US orbit in favor of BRICS)
3) Risks putting the US / world into recession, ala Smoot Hawley 1930. So --> Stagflation -- high inflation / recession
4) The potential benefits of tariffs (re-industrializing the US) will take too long. The US doesn't have the luxury of time due to the debt bomb unraveling in ~ 3-5 years.
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