Inflation Hedge: Consumer Staples or Energy Infrastructure?
High net worth investors have long included both consumer staples and pipeline and power utilities in their portfolios to capture higher dividend yields and…
Colonial Pipeline Cyberattack and Shutdown
Updates on May 11th and 13th posted below Key Takeaways: This event, like winter storm Uri in Texas and California blackouts, highlights the need…
Polar Vortex, Texas Style
Key Takeaways: Any large-scale failure of the energy system in the U.S. will result in public policy changes that incentivize more capital spending and…
BlackRock ETF may be forced to sell billions in energy stocks
The iShares clean energy funds are braced for a major index rebalancing after amassing too much money in too few companies.
Energy Policy Under President-elect Biden and Divided Government
Since climate policy is a priority policy issue for the Democratic Platform, so too is energy policy. While there is a lot of back…
California Blackouts Underscore the Need for Natural Gas to Facilitate Renewable Push
Key Takeaways: California’s electric grid operator was forced to implement rotating blackouts in August 2020 when a heat wave across the Western US caused…
The 2010s Were Energy’s Decade of the Great Rewiring
Pathways that defined the industry for decades are undergoing fundamental changes. One of the buzzier books in business circles this past decade was Joshua Cooper…
Buying Pipelines Should Be Easier Than This: Liam Denning
It is a paradox of the energy business today that U.S. oil and gas production are at record levels but the business of piping…
Closed-End Funds: Energy Partnerships
If you want exposure to energy infrastructure, you’re better off looking for a fund that doesn’t incur corporate tax. Tax Guide To MLP Funds…