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Archive

The Energy Word Archive

A decade of dated alerts and columns, kept here for context.

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These are original Energy Word pieces, published on the dates shown and preserved as written. They are here as a record and for context — not a curated highlight reel. Entry prices and views are historical. Current positions and timing notes are for subscribers.

2024
Dec 3, 2024MP Materials & Centrus — critical minerals and enrichmentPDF
Oct 22, 2024Centrus — the nuclear / HALEU casePDF
Jan 9, 2024First Solar & Constellation — power and the AI build-outPDF
2022
Sep 7, 2022Southern Copper — the electrification metalPDF
Aug 20, 2022FuelCell exit; Excelerate Energy entersPDF
Mar 1, 2022Natural gas, Range Resources & LNGPDF
2021
Oct 5, 2021Cheniere, EQT & Occidental — the gas tradePDF
2020
Dec 17, 2020FuelCell — a defined-risk options playPDF
Dec 15, 2020The value rotation — Exxon & OccidentalPDF
Jul 24, 2020First Solar & SchlumbergerPDF
Jun 8, 2020The “dash for trash” — and staying disciplinedPDF
2018
Dec 28, 2018Range Resources — deep value in gasPDF

This is a starter set drawn from the verified columns. The full Energy Word back catalog can be added here over time — drop each PDF into letters/archive/ and add a dated row above.