In this issue, we take a close look at the reality behind the headlines about the Obama Administration’s energy policies and what they mean for various subsectors of the energy patch — including our portfolio holdings. We also examine a surprising new prediction: that the United States will surpass Saudi Arabia as the world’s #1 oil producer within the next 10 years. And we report on several portfolio holdings’ recent earnings reports, including our latest advice for each stock.

With this issue, we’re also making some changes to the structure of our portfolios, aimed at making The Energy Strategist even more profitable and easy to use. We explain these changes in our first article. Please let us know what you think.

In This Issue

The Stories

1. Energy stocks performed better than one might expect during President Obama’s first term. Will the trend be different during his second term? Also: We make some portfolio changes. See “The Energy Sector Under President Obama.”

2. A new report predicts that we’ll surpass Saudi Arabia within a decade. See “US to Become Top Oil Producer?”

3. We take a look at several of our portfolio holdings’ earnings — and provide our latest advice. See “Earnings Roundup.”