Earnings360 Newsletter for 12/12/2024

When the U.S.-Iran deal allowed Iranian oil back into the market, prices fell immediately and energy stocks dropped 1.7%. That's not stability - that's a supply hostage situation repeating since 1973.

Beneath American soil sits an energy source 50,000 times larger than all global oil and gas reserves combined. It can't be sanctioned or embargoed. Last year, a drilling crew hit targets twelve years ahead of schedule. Google signed a 15-year deal. One company sits at the center, and July 4th could be a turning point.