The Latest
The Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
Industry Insights
View AllThe Exxon Electric Company – Spin Baby Spin
Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more...
The Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
Who is the Energy Candidate?
Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....
Energy Sector Overview September 2024
The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...
Market Commentary June 2024
What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...
Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Economic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
EIP Expert Corner
View AllWhy AI and Renewables Don’t Get Along
Watch this quick video from Jim Murchie, he discusses the recent spike in electricity demand due to AI-related data centers, highlighting a significant change...
Shutdown Economics in the Energy Transition
Watch this quick video from Jim Murchie to hear about our perspective on the friction in the energy transition. The slow pace frustrates many...
What Drives Long-Term Returns
Watch this quick video from Jim Murchie to hear our perspective on what drives long-term returns.
How EIP Fits in Your Portfolio
Watch this quick video from Jim Murchie to learn how EIP might fit in your portfolio.
Why Long Only?
Watch this quick video from Jim Murchie to learn why EIP’s products are all long only.
Why Energy Infrastructure?
Watch this quick video from Jim Murchie to learn why EIP invests in energy infrastructure.
Contact ir@eipinvestments.com for more information.
News Articles
View AllU.S. Energy Information Administration (EIA) Short-Term Energy Outlook
EIA published their annual Short-Term Energy Outlook in October, check it out!
‘Three New York Cities’ Worth of Power: AI Is Stressing the Grid
Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list. In many places the nation’s high-voltage electric...
North America’s LNG export capacity is on track to more than double by 2028
North America’s liquefied natural gas (LNG) export capacity is on track to more than double between 2024 and 2028, from 11.4 billion cubic feet...
Jim Murchie – Who is the Energy Candidate?
Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....
Eva Pao – ISS and Glass Lewis Weigh In On ESG
The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally...
Eva Pao – Understanding The Reserve Life Index
People like to come up with stories to explain stock price performance. Good stories if the stock is up and bearish stories if the stock...
Jim Murchie – Un-American Activities
Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the...
Jim Murchie – European Border Wall: Carbon Edition
The European Union has finally settled on a border adjustment tax on carbon. The tax, known as the carbon border adjustment mechanism, would assess...
Eva Pao – That 70’s Show Redux?
As the potential for a rail strike heats up, there is also the nurses’ strike in Minnesota and the teachers’ strike in Seattle. We...
Jim Murchie – European Energy Policy Oxymoron: Free Market Regulation
The new European Union (EU) windfall profits tax is a clumsy way of changing the electric markets in Europe from a free market where...
Jim Murchie – Abraham Lincoln’s Advice on the Energy Transition: True North
For me, the pivotal scene in the movie “Lincoln” features the president (played by Daniel Day Lewis) pleading with the abolitionist congressman from Pennsylvania...
The Posts shown are the opinions and thoughts of EIP’s Partners and do not necessarily reflect EIP’s thoughts or opinions. The information provided is based on data obtained from third party publicly available sources that EIP believes to be reliable, but EIP has not independently verified and cannot warrant the accuracy of such information. In providing the information, several assumptions are made, that if changed, materially affect the information and conclusions provided. This information is based upon opinion which may change at any time and without notice.