The shale boom times are over, dear reader, and whatâs worse is that the Saudis know this. However, there is a silver lining for investors... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Oil War Is Back on â Invest Accordingly Keith Kohl | Jun 09, 2023 The Saudis smell blood in the water, and theyâre circling. Normally I try to be polite and include the other 12 countries that make up the traditional OPEC members, or at least add a few major players within the OPEC+ alliance like Russia. However, itâs clear that the House of Saud is in charge. Two weeks ago, we talked a little bit about the [âouchingâ]( that would soon be inflicted upon speculators; it was a threat levied by a Saudi energy minister that people gave little attention. I canât say I blame anyone for brushing it off. The story was grossly overshadowed by the feeding frenzy in the media over the debt ceiling. So when the Saudis announced a voluntary cut of 1 million barrels of oil per day, people finally started paying attention. Unfortunately, it was way too late to do anything, and U.S.-Saudi relations have deteriorated to the point that nothing wouldâve prevented the production cut.  But thereâs still hope for investors⦠and a beacon of light still shining brightly in the oil markets. Tesla Is Dead... Elon Musk Is Ruined Thanks to a new discovery â known as âBlue Gasâ â electric car companies like Tesla are about to go down in flames. âBlue Gasâ is 100% emission-free, can propel vehicles hundreds of miles, and allows cars to fully charge in just minutes. And the tiny company behind it is primed to absolutely shatter any gains ever paid out by Tesla. [Click here before this stock explodes in the coming months.]( First, you have to understand why this situation is so dangerous. As Iâve said time and again, the United States has lost its place as a global swing producer. In other words, weâve lost the ability to raise oil output over the short and medium term. While itâs true that U.S. crude production has been rising since the COVID lockdowns officially ended, our output has only climbed back to 12.4 million barrels per day. In 2022, U.S. field production of crude oil grew a little under 6% year over year. Keep in mind that this growth took place during a time when oil prices were at nearly all-time highs due to the Russian invasion of Ukraine â oil companies were hauling in cash hand over fist, which spurred more drilling. One of the key metrics to follow when anticipating future oil output is the Baker Hughes weekly rig count. Itâs a rich data resource that breaks down all the details of U.S. oil and gas drilling activity. Because the oil sector doesnât just turn on the taps overnight, the rig count gives us insight into how production is trending â and the most recent rig count should give any bear cause for concern. Just take a look for yourself: [rigcount] Putin Just Created a Profit Storm for One Stealth Market Vladimir Putinâs war in Ukraine just led to a unique profit opportunity... One where stocks in a stealth market are about to potentially skyrocket by 5,761%! Few people on Wall Street follow this quiet sector, but soon it will lead financial news broadcasts... And you could be among the few investors who get in on it early while it's still cheap. [Get the full scoop on this once-in-a-generation opportunity.]( As of last Friday, there were 555 rigs drilling for oil in the United States, which is 19 fewer rigs out in the field than there were a year ago. Although this is more than double the number of active oil rigs than during the height of the pandemic, weâre nowhere near the 680 rigs that were churning U.S. soil in March 2020, just before the COVID-19 lockdowns took effect. Back then, our domestic output was at an all-time record 13 million barrels of oil per day. But the shale boom times are over, dear reader. And whatâs worse is that the Saudis know this. However, as I hinted at above, there is a silver lining for investors. You see, thereâs one intensely profitable corner of the oil industry right now, and itâs one that will help rake in a fortune for a small group of elite oil stocks. In fact, [these little investment gems]( are the lifeblood of the American economy, and every day that oil stays below $80/bbl raises their profitability. [This is an opportunity I strongly recommend you check out for yourself firsthand.]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( A true insider in the technology and energy markets, Keithâs research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of [Energy & Capital](, as well as the investment director of Angel Publishing's [Energy Investor]( and [Technology and Opportunity](. For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream â from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology. Keithâs keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. 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