by David Rewcastle | Jun 22, 2026 | economy, portfolio
Nuclear energy was supposed to be a declining industry. High construction costs. Long timelines. Public skepticism. For most of the 2010s, that narrative held. Plants were closing faster than new ones were being approved. The economics of merchant nuclear in...
by David Rewcastle | May 19, 2026 | economy
I have spent more than 30 years analyzing energy markets from Darien, Connecticut. In that time, I have watched oil price shocks reshape geopolitics, lived through the shale revolution, tracked the rise of renewables, and followed the slow grind of the energy...
by David Rewcastle | May 2, 2026 | economy
Everyone loves a winner. And for the past few years, a handful of mega cap technology companies have been the only winners that mattered on Wall Street. That story is starting to change. I spend my days analyzing equity and fixed income markets from Darien,...
by David Rewcastle | Mar 7, 2026 | portfolio
There is one main reason why David Rewcastle’s name comes up when you talk to people who follow energy markets closely. He makes it easier to understand complicated markets. He does it by doing research that is clear and based on facts. And he does it without...
by David Rewcastle | May 6, 2025 | economy
The headlines today shout about falling oil demand. That’s not wrong. But it’s not the whole story. While investors and policymakers focus on the shift to clean energy, they often miss a key piece. The supply of critical minerals needed to power that transition...
