Sector Overview

Energy is the sector where geopolitics meets commodity markets. When tensions rise in the Middle East, oil prices spike and energy stocks rip. When OPEC decides to cut or increase production, the entire sector moves. The Trap Ledger covers energy with a focus on crude oil prices, natural gas dynamics, renewable energy growth, and the companies that power the world. ExxonMobil, Chevron, and ConocoPhillips are the traditional oil majors, but we also cover the transition to clean energy with names like NextEra, Enphase, and First Solar. Understanding energy is understanding global power — literally. This sector is driven by supply and demand fundamentals, but the wildcards are always political.