We are actively preparing to scale our energy plays - with a specific focus on hte Offshore drilling... and have picked a few good names.

We called Lithium, REE, and we also called offshore drilling.

After a decade of capital destruction, offshore drilling presents a classic capital cycle opportunity. With rationalized supply, oligopoly formation, and valuations reflecting extreme pessimism, the sector offers a rare, asymmetric risk-reward profile for patient investors.

our plays: $TDW (-0,28 %) , $RIG (-3,23 %) , $TALO (-0,68 %) and several others.

read more on it below:

https://www.momentumx.capital/offshore-drilling-a-capital-cycle-renaissance-and-oligopoly-formation/