European Energy Policy Oxymoron: Free Market Regulation
The European energy crisis has been a harsh lesson in Economics 101: commodity prices are set by the highest cost producers. Since natural gas…
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…
Inflation Reduction Act is Really the Energy Expansion Act
Energy Income Parnters (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed…
Choosing a Tax on Share Buybacks Over Carried Interest Slows the Energy Transition
In the final negotiations over how to pay for the Inflation Reduction Act, Senate leadership chose to nix an increase in taxes on the…
Jim Murchie – Battle Over CO2 Regulation
While EPA’s authority to regulate CO2 was confirmed in the recent Supreme Court ruling in W. Virginia v EPA, the Court left the door…
West Virginia v. EPA; What the Supreme Court Decision Means for Investors
Energy Income Parnters (EIP) and Arbo came together to examine this recent decision and how it might affect investors in the energy and…
Eva Pao – Coal: Part of the Energy Transition
This year, U.S. coal has seen a big boost in domestic and export demand. Unlike LNG which needs liquefaction and re-gas, coal exports have…
Eva Pao – IEA: Upstream Oil and Gas Investment to be Flat in 2022
IEA published their World Energy Investment Outlook. Surprisingly, upstream oil and gas investment for 2022 is essentially flat adjusted for inflation (nominal 10% growth…
This Just In: Supply and Demand Drive Energy Prices
Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA)…