Fuel for Thought

03/31/2026

Subject experts Arvind Sanger, Stan Majcher and Cale Smith describe how they're navigating the – to put it mildly – evolving global energy-investing landscape, how they think about what's "normal," and why they believe the market is mispricing Vista Energy, BKV Corp., California Resources, Ovinitiv, Devon Energy and Enterprise Products Partners.

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