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 | 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...
by David Rewcastle | Apr 17, 2024 | economy
The global shift from traditional energy sources like oil and coal to renewable energy presents a complex landscape for investors. As nations and corporations align with the Paris Agreement’s objectives to mitigate climate change impacts, significant investment...
by David Rewcastle | Mar 1, 2023 | economy
Chart analysis can give you a deeper comprehension of U.S. crude inventory fluctuations and the factors causing them. Gain an understanding of the key indicators used to analyze inventory data, their significance, and how to interpret information presented on an...
