--wind and solar are not energy, they are technology. Often discounted and ignored, they are the future. Innovation will never end and costs will continuously drop.

--Jim Cramer may think Elon Musk is crazy, but his acceleration of electric cars has to scare Ford, GM and the rest of the industry to death. If Apple jumps in the auto business (and I feel it is a certainty) there will be no stoping electric cars. Great news for us.

--storage. In my opinion we will run out of storage later this year and we will see oil prices drop into the $30s. The optimum point to hedge.

--natural gas went through the same price drop as oil. Wells were cut in half, yet the wells left operating produce more now than when all the wells were all operating.