Austin Smith

Berkshire Hathaway quietly added to its Chevron stake before crude pushed back toward $100, and the timing is hard to ignore. The move highlights what Buffett has long favored in energy: durability, disciplined shareholder returns, and upside when the commodity cycle turns.

Devon's tie-up with Coterra isn't just getting bigger--it's reshaping the company's cash-flow potential at a time when crude prices have swung back in its favor. The deal thesis hinges on scale, cost savings, and a shareholder-return plan that could look very different once the merger closes.

Oil is hovering near $100 a barrel, and the biggest U.S. energy producers could be set up for a much better earnings backdrop than they saw in 2025. A closer look at three industry giants highlights different strengths depending on whether you prioritize dividends, production growth, or leverage to higher crude.

With war-driven volatility pushing crude toward $100, many energy stocks can feel like a roller coaster. These midstream partnerships aim to turn that turbulence into steady, contract-backed income by getting paid on flow, not oil prices.

If oil stays "higher for longer," the biggest winners won't just be the most talked-about tickers--they'll be the companies built to turn elevated crude into surging free cash flow. This article highlights two U.S. producers with clear operating leverage and near-term catalysts if the Hormuz disruption keeps markets tight through 2026.

Investors chasing the AI boom have crowded into a handful of "AI power" names, often at valuations that assume the future arrives perfectly on schedule. But there's a cheaper, more immediate way to play AI-driven electricity demand through energy, with concrete catalysts already in motion.

When oil pushed past $80, these energy heavyweights didn't rush to outspend the cycle: they ramped up the cash coming back to shareholders. This article spotlights the companies that turned the high-price window into durable dividend momentum and outsized buyback firepower.

If you think you've already seen every worthwhile income play in energy, you're probably missing where some of the biggest yields are hiding. Three high-paying partnerships aim to deliver 7% to 10%+ distributions with business models designed to hold up across commodity cycles.

Oil pushing toward $100 can make energy dividends look irresistible, but the best picks are the ones that don't need $100 oil to keep paying you. Here are two dividend giants that have already proven their payouts can hold up when the cycle turns.

Devon Energy is quietly building one of the most durable shareholder-return stories in U.S. shale: ultra-low production costs, billions in free cash flow, and a pending Coterra merger that could lift the dividend and supercharge buyback.