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)…
Ford’s New F-150 Aims to Make Lightning Strike Twice
Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy…
The Most Reliable Part of the Energy System: Politicized Criticism of its Unreliability
Summer hasn’t even started and we’re already hearing warnings of impending power shortages. Of course, everything these days is in short supply except editorial…
Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. …