Saturday, July 26, 2025

Marc: "Back Up the Truck and Start Piling In!"

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All Things Energy: Marc's Top Plays in Oil, Natural Gas, Nuclear, and More

James Ogletree, Senior Managing Editor, The Oxford Club

Image of Marc and Rachel
 

As I write this, the most popular ETF tracking the energy sector, the Energy Select Sector SPDR Fund (NYSE: XLE) has gained 0.4% year to date. Based on that alone, you might think it's been an uneventful year for energy stocks.

In reality, it's been the exact opposite.

There's been a seemingly constant stream of news, from tariffs to President Trump's "drill, baby, drill" mantra to sudden spikes and drops in oil prices. It's all led to significant uncertainty among investors and plenty of great questions from you, our readers.

That's why Chief Income Strategist Marc Lichtenfeld joined Oxford Club Publisher Rachel Gearhart in The Oxford Clubroom (our live video and chat platform) on Tuesday morning to talk about all things energy.

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Here's just some of what they covered:

  • Why Marc forecasts "massive demand for every source of energy" in the coming years
  • His forecast for oil prices over the next 12 months and beyond
  • The oil and gas partnership that had Marc saying, "You're not supposed to have favorite stocks... but it's one of my favorites"
  • The new development that could give a big boost to the natural gas space
  • A natural gas partnership with a 6% tax-deferred yield
  • The factors that are converging to form a potential "nuclear renaissance"
  • Marc's two favorite companies that are involved in nuclear energy
  • When Marc believes investors should "back up the truck" and increase their exposure to the energy sector.

Click the button below to watch the highlights from the session!

Watch the Video Here!

Good investing,

James

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