The search for quality stocks in the energy sector is more challenging than in many other sectors. The high cyclicality, strong dependence on commodity prices and capital cost-intensive business models often lead to fluctuating margins, low returns on capital and balance sheet weaknesses.

Despite these challenges, there are companies that stand out positively thanks to their solid financial position, strategic focus or innovative business model. Here I present a selection that I find interesting despite certain compromises:

Energiekontor $EKT (-3,11%) (growth value, cash flow oriented)

Texas Pacific Land $TPL (-1,32%) (extremely profitable)

Hess $HES (-0,26%)(cooperates with $XOM) (-0,48%)

EOG Resources $EOG (-0,05%) (high ROIC)

Which companies do you see as particularly promising for a long-term investment?

Subscribe to the podcast so that the bottom is reached soon.

00:00:00 Market environment

00:21:40 Nike, Adidas, Puma, On Holdings, Lululemon, Under Armor

00:35:50 Finding the bottom: Vix, Oil Price, Baltic Dry Index, Gold, Bonds / Bonds, CME FED Watchtool, St. Louis FRED Overnight Reverse Repurchase Agreements, COT

01:18:30 Chevron, Exxon, Occidental Petroleum, BP, Shell

Oil & Gas Exploration & Production A1JKQL

WisdomTree WTI Crude Oil A0KRKU

iShares MSCI World Energy Sector A2PHCF

01:29:35 China shares

01:44:25 Container ship shares

Spotify

https://open.spotify.com/episode/28RlbWBRC6xGUJ8AkHVcFU?si=w1t0GJtDTWOwNuUADqWoPQ

YouTube

https://youtu.be/QvUuYYmxk2k

Apple Podcast

https://podcasts.apple.com/de/podcast/84-china-aktien-%C3%B6l-aktien-sportartikel-aktien-containerschiff/id1695869891?i=1000703088147

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Donald Trump has issued an executive order to stop state laws that penalize oil companies for greenhouse gas emissions. According to Trump, the measure is intended to ensure uniform, business-friendly regulations, while critics see it as a setback for climate protection efforts. Several states are considering legal action.

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