Exxon SVP Warns Oil Could Spike to $150-160 Per Barrel in ‘Coming Weeks'

An Exxon senior vice president just told Tom Bilyeu's Impact Theory podcast that physical Brent cargoes are heading to $150 to $160 per barrel in the coming weeks as global inventories approach all-time lows.

24/7 Wall Street • Jun 3, 2026

Oil Be Buying: My Absolute Favorite Energy Stocks

Energy remains a top investment focus due to global demand, constrained supply growth, and attractive sector valuations versus the S&P 500. I highlight my preferred picks across the energy supply chain: LandBridge, Viper Energy, Helmerich & Payne, Diamondback Energy, Western Midstream, and Marathon Petroleum. VNOM offers high cash returns to shareholders, while WES and MPC provide strong yields and capital return strategies, each excelling in their respective niches.

Seeking Alpha • May 31, 2026

Are Oils-Energy Stocks Lagging Texas Pacific Land (TPL) This Year?

Here is how Texas Pacific (TPL) and Meren Energy (MRNFF) have performed compared to their sector so far this year.

Zacks Investment Research • May 29, 2026

A Retirement Crisis May Be Coming - And Most Investors Are Not Ready

Retirement investing is becoming more urgent and challenging due to Social Security risks, persistent inflation, and extreme equity market concentration. The TOLL model - focusing on tangible assets, oligopoly, low incremental capital intensity, and long-duration cash flows - offers a robust framework for building resilient portfolios. I favor total return TOLL stocks like LandBridge and Texas Pacific Land and income-oriented mineral rights and midstream companies such as Viper Energy and Topaz Energy.

Seeking Alpha • May 27, 2026

Texas Pacific Land Corporation: Data Center Is A Game Changer - Rating Upgrade

Texas Pacific Land Corporation delivers record Q1 2026 revenue of $236.8M and net income of $142.9M, up 21% and 18.4% YoY, respectively. TPL's diversified revenue streams—oil and gas royalties, water sales, easements, and produced water royalties—underscore its capital-efficient, debt-free business model. The Bolt partnership positions TPL to capitalize on the AI-driven data center boom in the Permian, leveraging vast land, water, and power resources.

Seeking Alpha • May 21, 2026

Texas Pacific Land: The Water Thesis Can't Be Ignored Any Longer

Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model. TPL's water handling and real estate empire, especially its monopoly position in water sales to data centers, underpins high-margin, recurring revenue streams. The near-complete 10,000-barrel-per-day desalination facility offers proof of concept for scaling toxic-to-clean water conversion, with significant earnings potential.

Seeking Alpha • May 20, 2026

My Top Dividend Growth Picks In Each GICS Sector

I present my top dividend growth picks for each of the 11 GICS sectors, emphasizing discounted valuations and safe, growing dividends. The Sector Winners portfolio outperformed SPY with a 333% five-year return (ex-dividends) and a 0.9% yield; Runners-Up returned 83% with a 1.3% yield. I use a rigorous quality scoring system and sector diversification to minimize dividend cut risks and optimize portfolio resilience.

Seeking Alpha • May 19, 2026

Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript

Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

How Texas Pacific Land Could Be One Of The Market's Biggest Winners

Texas Pacific Land Corporation remains a high-conviction long-term Buy, despite volatility and a premium 53x blended P/E valuation. TPL's unique landowner model generates ~60% net income margins, minimal CapEx, and robust free cash flow, driven by oil/gas royalties and booming water businesses. Produced water and data center initiatives in the Permian Basin position TPL for multi-decade secular growth, with early-stage commercialization and partnerships underway.

Seeking Alpha • May 7, 2026

Texas Pacific Land Earnings: Can Data-Center Deals Rekindle Hot Streak?

Texas Pacific Land plans to lease its huge land holdings to data center developers. Wednesday's earnings call offer early progress updates.

Investors Business Daily • May 6, 2026