Joshua Bondy

Natural gas' fundamentals are improving and Chesapeake along with other large producers are ready to increase their profits.

SunPower and First Solar have a healthy future as the U.S. solar market slowly becomes less dependent on subsidies.

China's push to use cleaner energy is a boon for Russia, Chevron, and U.S. big oil.

Miners and solar manufacturers can operate in very different industries, but solar's improving cost proposition is bringing the two sides together.

Valero is a quality refiner, but it is overlooked in favor of smaller and higher-yielding competitors.

With downward revisions of future global coal demand and poor Q1 earnings, Peabody does not set an encouraging tone for the industry.

Petrobras and Statoil are both majority owned by their respective national governments, but they are on very different paths with big ramifications for public shareholders.

TransCanada is struggling but Kinder Morgan, CP Rail, and CN Rail are benefiting from the political turmoil.

Thanks to strong organic investments, Valero is plowing ahead with surprisingly good numbers from the first quarter of 2014.

Molycorp's recent earnings show the dangers of investing in small companies without considering more stable alternatives.

The Middle East and Africa does not have an image as a hot solar market, but SunPower and others have very promising leads in the region.

Shell is in a great place as Europe starts to rethink its dependence on Russian gas.

Europe's growth issues are impacting the solar market, and SunPower, Yingli and Trina Solar will be impacted.

Southern Copper's net income took a big year-over-year hit, and it is not the only company facing significant volatility in the short term.

Japan is only going to restart a limited number of reactors, and Cameco must be looked at in light of these developments.

Teck's Q1 2014 earnings just came out, and macroeconomic challenges are making the miner's life difficult.

SunPower continues to plow ahead, pushing revenue and profits to new levels.

The metallurgical coal market is suffering, and recently idled mines show BHP Billiton's big geographical advantage.

With 2013 in the rearview mirror, peak oil is beginning to create big problems for big oil.

Yamana and Agnico Eagle Mines' bidding war for Osisko has left shareholders with a very expensive mine, but it also signals that bigger producers like GoldCorp and Barrick face significant competition for attractive assets.