2019年5月31日星期五

My Take on Energy Security Geopolitics from the Barber's Chair

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Oil and Energy Investor with Dr. Kent Moors
May 31, 2019

My Take on Energy Security Geopolitics from the Barber's Chair
By Dr. Kent Moors

On occasion, I run into a subscriber at a public function or sometimes just on the street.

Whenever that happens, what follows is often an interesting conversation and questions - although, as I am quick to point out, I never provide financial advice unless it is to everybody at once through Oil & Energy Investor or my subscription services (Energy Advantage, Energy Inner Circle, and Micro Energy Trader).

However, a few days ago somebody cornered me at the barber shop, no less.

During our exchange he asked what prompted me to take Oil & Energy Investor and my premium services into defense and security plays.

As I told him in the barber's chair, that decision was made some three years ago. Subsequently, both periodic subject matter in Oil & Energy Investor and a series of stock picks in my services have resulted.

The initial connection is obvious enough. Geopolitical tension requires security considerations with much of that bearing jupon the production and availability of energy. But there is something deeper here.

And with everything clouding the international horizon, it prompted me to recall the singular event that caused the move and my background that gave it some personal color.

As it happens, when the transition was beginning, I addressed the rationale in one of my columns. It followed a singular event and brought a flood of memories back. That edition appeared on March 30, 2016 and was titled The Fight Over "Energy Security" Just Became Public."

What is underway today makes that rationale as timely as ever...

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Chinese missiles are no match for this checkmate move...

Right now, China has enough carrier missiles to wipe out every U.S. carrier strike group on the planet - and this shocking satellite footage proves they're more hostile than ever. But while they've been playing checkers, we've been playing chess... and it's about to be checkmate. You see, behind the scenes, the Pentagon has been secretly funneling billions into a top-secret technology capable of completely annihilating this threat. This is nothing short of a defense renaissance. Which side will you be on?



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