Ford’s New F-150 Aims to Make Lightning Strike Twice
Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy...
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The Most Reliable Part of the Energy System: Politicized Criticism of its Unreliability
Summer hasn’t even started and we’re already hearing warnings of impending power shortages. Of course, everything these days is in short supply except editorial...
Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. ...
The Energy Blame Game and Other False Narratives
Now that petroleum and natural gas are in short supply (along with every other commodity), prices have spiked and the initial shock to our...
Larry Fink and Ray Dalio to Petroleum Industry: Drill Baby Drill
This year’s annual letter from Blackrock CEO Larry Fink and recent comments by Bridgewater’s Ray Dalio add to the growing chorus advocating for maintaining...
CLASSIFIED: The European Union is Poised to Classify Nuclear Power “Sustainable”
Is nuclear power clean or dirty, green or not green, sustainable or not sustainable? These distinctions matter in the European Union which has developed...
Say it Ain’t So, Joe (x 2) – EIP’s Year-End Note
What Happened to the Energy Transition? The past year saw a froth of excitement about “clean” energy stocks following the election melt into the...
Environmental Justice: California proposes no longer charging the poor for solar panels for the rich.
On December 13, 2021, California’s utility regulator (CPUC) proposed changes that would reduce the price retail customers receive for rooftop solar generated power they...
DUC, DUC, Goose egg!
Oil and gas capital spending has been slashed but U.S. production is going up. How can that be? The answer is that the industry...
Why is Nuclear Power OK in France, But Not in the U.S.?
The two-week UN Climate Change Conference known as COP-26 kicks off in Glasgow on October 31, and the participating countries are releasing in advance...
A Spectator’s View on the Spike in Natural Gas Prices
There’s been a lot of media attention lately on the current global shortage of natural gas and steep price increases that have come with...
FANG vs. F.A.A.N.G – Energy Relative to Technology Stock Performance
Everyone knows about “F.A.A.N.G.”: Facebook, Amazon, Apple, Netflix and Google. But there is an oil and gas producer with a similar ticker: FANG, Diamondback...