惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

J
Java Code Geeks
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
S
SegmentFault 最新的问题
博客园 - 三生石上(FineUI控件)
Hugging Face - Blog
Hugging Face - Blog
博客园 - Franky
云风的 BLOG
云风的 BLOG
I
InfoQ
小众软件
小众软件
Last Week in AI
Last Week in AI
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
大猫的无限游戏
大猫的无限游戏
A
About on SuperTechFans
Stack Overflow Blog
Stack Overflow Blog
The Cloudflare Blog
雷峰网
雷峰网
P
Proofpoint News Feed
腾讯CDC
H
Help Net Security
V
Visual Studio Blog
美团技术团队
F
Fortinet All Blogs
MongoDB | Blog
MongoDB | Blog
阮一峰的网络日志
阮一峰的网络日志

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
BGR: Oil Prices Could Go Much Higher And This Fund Would ...
Power Hedge · 2026-05-23 · via All Articles on Seeking Alpha

Summary

  • The BlackRock Energy & Resources Trust offers a 7.12% yield and diversified energy equity exposure, outperforming the S&P 500 YTD amid oil price surges.
  • BGR’s portfolio is concentrated in major oil producers, positioning it to benefit from sustained high crude prices driven by Middle East geopolitical risks.
  • While not a pure oil price play, over half of BGR’s assets are in companies highly sensitive to crude price movements, which would allow it to benefit from rising prices.
  • There could be reasons to prepare for much higher oil prices once global stockpiles run out due to the distance between the two warring parties in the Middle East.
  • BGR trades at a 10% discount to NAV, covers its distribution through realized gains, and provides a compelling hedge against further oil price escalation.
  • This idea was discussed in more depth with members of my private investing community, Energy Profits in Dividends. Learn More »
Oil well pump jacks are working to pump crude oil out of the crude oil well.

pigphoto/iStock via Getty Images

The BlackRock Energy & Resources Trust (BGR) is a closed-end fund that provides investors with a way to earn a very high level of current income along with exposure to the common equities of

16.16K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of LNG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am long various energy-focused funds that may have exposure to any company mentioned in this article. I exercise no control over these funds and their holdings may change at any time without my knowledge. I have a direct long position in LNG in one of my personal accounts. I have held this position for years and do not intend to add to it or dispose of it at any time within the next month. This article was originally published to Energy Profits in Dividends on Friday, May 22, 2026, after the market closed. Subscribers to the service have had since that time to act on it.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.