California’s Energy Policy- Depending on the Kindness of Neighbors
Last year’s blackouts and the California Independent System Operator’s (CAISO), which runs the state’s power grid, recent warnings that the system will hit a…
Delving Deeper into Carbon Capture (CCUS): Policy & Investment Implications
What is CCUS? Carbon capture, use, and storage (CCUS) is the catch-all term for a variety of methods and technologies that remove CO2 from…
Infrastructure Bill – CCUS and the Path to Yes
Key Takeaways: Biden budget proposal would raise tax credits for carbon capture and sequestration (CCUS). Bipartisan efforts on an infrastructure and clean energy bill…
EIP and Environmental Defense Fund (EDF) Respond to FERC
Key Takeaways: The Federal Energy Regulatory Commission (FERC or the Commission) is reviewing how it approves new pipelines. EIP and EDF have shared their…
California- A Grudging Nod to Reality on Natural Gas
California has been wrestling with a plan to shore up generating capacity in the wake of the August 2020 rolling blackouts, while sticking to…
The Difference Between Investing in Global Infrastructure vs U.S. Infrastructure
U.S. Infrastructure Investing is Different. While direct investment in publicly listed civil infrastructure equities is common in European and Asian countries (we count over…
Clean energy stocks are as crowded as tech before dotcom crash, says MSCI
Flood of cash leaves renewable sector especially vulnerable to sharp market sell-off
S&P Clean Energy Index adds Electric Utilities
The Radical Changes to the S&P Global Clean Energy Index (the “Index”) No One is Talking About Key Takeaways: Index is now 81 companies…
The Fix for Hacked Pipelines Isn’t Spare Pipelines
We like our energy to be as cheap as possible. Redundancy costs extra. Former energy secretary Dan Brouillette raises a novel answer to the problem…