I discuss why years of underinvestment in oil and natural gas, growing energy demand from emerging markets, and the rapid expansion of AI infrastructure and data centers are creating major long-term opportunities across the energy sector.

I also explain why I believe Canada is uniquely positioned to benefit from significant growth in natural gas exports, how geopolitical tensions are influencing global commodity markets, and why investors may still be early in one of the biggest energy investment opportunities in decades. Drawing on years of analyzing global energy markets, I share practical insights for both new and experienced investors looking to better understand oil, natural gas, and the broader commodity landscape.