Episode 83: Can the Power Grid Keep Up with the AI Boom?
EIP CEO Jim Murchie joins Ryan Issakainen on the First Trust ROI Podcast to discuss the growing electricity demands of artificial intelligence and the...
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Power Struggle III – ROE v Blade
In our first two pieces in the Power Struggle series, we analyzed the components of costs that go into the residential electric bill, how...
EIP Update: The Politics of Electric Power Prices
In case you missed it, on July 15, 2026, Jim Murchie, Co-Founder and CEO of EIP Investments, presented The Politics of Electric Power Prices....
What, me worry?
Everyone now knows that as much as 20 million barrels per day (MBD) of the world’s 100 MBD of demand for oil needs to...
EIP’s CEO Jim Murchie Joins Energy Secretary Chris Wright, FERC Chair Laura Swett and Industry Leaders in Panel Discussion at CERAWeek
Natural Allies for a Clean Energy Future and the Partnership to Address Global Emissions hosted a breakfast on March 25 at CERAWeek, the largest...
C.O.B. Tuesday Podcast – “It’s Bad That Residential Prices Are Going Up, But What Would Be Worse Is If The Lights Go Out” With Jim Murchie, EIP
Jim Murchie of Energy Income Partners joins C.O.B. Tuesday to explore grid reliability, power market structure, data center demand, and the real drivers of...
Power Struggle II – How Market Structure Affects Wholesale Power Price Increases
In our last piece on residential electricity price increases (Aug. 2025) we took on the political narratives which were concerned primarily with the cost...
Power Struggle I – How False Political Narratives Cloud the Drivers of Higher Residential Electricity Prices
Rising residential electric bills are fast becoming one of the top political issues in both state and federal elections. Predictably, each side of the...
Dead Battery- Why peak demand requires peaking capacity
U.S. electricity demand is rising for the first time in two decades—driven by electrification, reshoring, and the looming AI data center boom. Planned capacity additions...
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...
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...
Demanding All our Energy – EIP’s Year-End Letter
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...