Industry Insights

Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more...

The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...

With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...

Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....

The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...

What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...

By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...

The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...

Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...

We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...

The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost...

By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure.  It hasn’t...