Tariffs and Energy Infrastructure – Made in the U.S. for the U.S.
While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm. In part, this is due to…
Cost & Composition of Power Generation
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and…
Electric Power Demand
The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.
FAQ Trump 2.0 Energy Implications
Discover the truth behind capital budgets in the oil and gas industry quick video where Jim Murchie explores how decisions are made by company…
Eva Pao – Increasing electricity demand…
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the…
Dorothy Syndrome: There’s No Place like Home
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for…
Eva Pao – European Stock Performance
European energy stock performance relative to US has been a head scratcher, despite top-notch capital discipline and management at Totalenergies and Shell. BP is…
Who Has the Power? Energy and Civics
Ever wondered how executive power shapes energy policy? Watch this quick video where Jim Murchie breaks down the role of federal agencies and the…
The Supreme Court’s Game of Chess with Energy Policy
Watch this quick video where Jim Murchie explains the impact the Supreme Court has made in weakening the administrative state. Discover how recent rulings,…