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...
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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...
The Exxon Electric Company – Spin Baby Spin
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 Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
Who is the Energy Candidate?
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....
Energy Sector Overview September 2024
The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...
Market Commentary June 2024
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...