Calls
3
Alex Epstein
Energy expert, philosopher, and independent policy advisor; author of Fossil Future
Win Rate
66.7%
return
+6.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$43.63
+19.6%
Venezuela oil production is so dilapidated and heavy crude is difficult to process that restoring output is not a near-term global oil market game-changer. However, if investment and personnel flow into Venezuela, oil field services companies like Halliburton and Schlumberger benefit, as do Gulf Coast refiners configured to process heavy crude; Canadian oil exporters would be comparatively hurt because Gulf Coast refiners would need less Canadian crude.
Oil & Gas
Long
Jan 07
$30.97
+10.1%
Venezuela oil production is so dilapidated and heavy crude is difficult to process that restoring output is not a near-term global oil market game-changer. However, if investment and personnel flow into Venezuela, oil field services companies like Halliburton and Schlumberger benefit, as do Gulf Coast refiners configured to process heavy crude; Canadian oil exporters would be comparatively hurt because Gulf Coast refiners would need less Canadian crude.
Oil & Gas
Long
Jan 07
$11.33
-8.9%
AI data centers are increasing electricity demand, but new demand does not inherently raise prices if supply is allowed to expand. The real problem is regulatory prohibitions on reliable power and subsidies for intermittent solar and wind, which undermine the economics of dispatchable plants. Natural gas, coal, nuclear, batteries charged off-peak, and uprates of existing gas plants are needed to meet demand and lower prices.
Commodities
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Alex Epstein has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: SLB, UNG, HAL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
