MEP Trade Alert - 7/14/26
“Members-only trade note — full entry, sizing and rationale inside.”
Lithium — Is the Recovery Real?
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
The 2026–27 Natural Gas Glut Thesis
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
MEP Trade ALERT - 7/9/26
Members-only trade note - full entry, sizing and rationale inside.
MEP Portfolio Update 7.7.26
Folks, I want to walk you through how I’m actually building this book, because the specific selections and allocations aren't nearly all there is to it – Of course, one must time entries and exits well, but the overall structure is just as critical. There were three initial
The New-Nuclear Map & Generator Deep Dive
Company structure, debt, the multiple, and where new nuclear actually gets built vs. where it's just a press release.
AI Data Centers, Natural Gas & the Power Anchor
The new demand column the gas market isn't pricing — and why the near term is a gas story, not a nuclear one.
The LNG Opportunity, 2026–2028
Shell's bull case vs. the phantom-demand bears, the Gulf-war overlay, and where the undervalued domestic supply and transport actually sit.
Natural Gas & LNG — The 2026–2028 Master Thesis
The master note: the oil-to-gas rotation, the Shell-vs-bears LNG demand debate, the Gulf-war overlay, and the single 2027 Henry Hub print the whole bet is gated on.
MEP Trade ALERT 7.2.26
Second trade of the portfolio was executed this AM. Visit the site to get the full details and let me know if you have any issues or questions. members.dandicker.com/mep-trade-alert-7-2-26/ dan@dandicker.com
MEP trade ALERT 7/2/26
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MEP Portfolio ALERT - 6/29/26
Here it is - the first trade of the new portfolio. Still time for you to get in 'on the ground floor'. Before the portfolio has moved. You might still be questioning the cost. I understand. I'll say it again, I think this first trade will get