A Way for Energy Investors to Ride the AI Boom
Investors looking to ride the artificial-intelligence wave have turned their eyes to a sleepier corner of the market—companies that own and operate power plants….
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why…
The People’s Republic of Texas
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to…
Why Problems With Renewables Have Hurt the Utility Sector
The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost…
Oneok-Magellan Midstream Deal May Be in Trouble
The $18.8 billion deal by Oneok for Magellan Midstream Partners to create one of the largest U.S. energy pipeline operators could be in trouble.
The War on Drugs and Carbon
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t…
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…
Energy Bulls Are Getting Paid to Stay Calm
Oil and gas stocks are holding steady despite weaker energy prices. Lavish share buybacks may be one reason. Energy prices and energy stocks have…