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Global Energy: Positioning for the Long Term
by Suken Patel of Diamond Hill Capital Management, 11/17/16

A long-term orientation allows us to move from today’s headlines to tomorrow’s prospects. While current energy headlines are focused on OPEC’s ability to accelerate the rebalancing process, we are focused on two longer-term developments that are influencing our positioning in the energy sector.

Global Energy: Adapting to New Realities
by Suken Patel of Diamond Hill Capital Management, 8/20/15
The recent slide in oil prices is symptomatic of large fundamental shifts taking place across the energy sector. The current volatility is nothing new to oil markets as their self-correcting nature has frequently resulted in a sequence of deep boom and bust cycles. While we can anticipate and prepare for these cycles, much like with earthquakes, the timing and consequences can still be surprising. In times like these, maintaining a long-term perspective is essential to place current events in the proper context.

Exploration & Production: An Evolving Business Model
by Suken Patel of Diamond Hill Capital Management, 3/20/14
The successful development of shale crude oil and gas has led to one of the most rapid and unexpected increases in production in the history of the energy sector. This remarkable turn of events is in complete contrast to the previous popular belief that the country was running out of both resources.
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