No Farms, No Food; No Energy, No GDP
As we wrap up 2022 and look forward to 2023, talk of an oncoming recession is all around us. This would normally be a...
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Revolting Shareholders – More on the Energy Blame Game
To paraphrase Michael Douglas in “The American President” (Universal Pictures, 1995), whatever the voter’s problems, most politicians have no interest in solving them. They...
European Energy Policy Oxymoron: Free Market Regulation
The European energy crisis has been a harsh lesson in Economics 101: commodity prices are set by the highest cost producers. Since natural gas...
Inflation Reduction Act is Really the Energy Expansion Act
Energy Income Parnters (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed...
Choosing a Tax on Share Buybacks Over Carried Interest Slows the Energy Transition
In the final negotiations over how to pay for the Inflation Reduction Act, Senate leadership chose to nix an increase in taxes on the...
West Virginia v. EPA; What the Supreme Court Decision Means for Investors
Energy Income Parnters (EIP) and Arbo came together to examine this recent decision and how it might affect investors in the energy and...
This Just In: Supply and Demand Drive Energy Prices
Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA)...
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...
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...