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...
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Driving the Future—Will Electric Vehicles Charge Utility Growth?
Key Takeaways Our recent posts looked at growth in electric vehicles (EV) and their potential impact on global oil demand (2030 demand likely higher...
Biden Announces New Target for Solar Energy to Power 40% of U.S. Electric Supply
On September 8, 2021, the Biden Administration’s Energy Department released a “Solar Futures Study Providing the Blueprint for a Zero-Carbon Grid.” Among other things,...
Deep Dive: The Math Regulating EV’s Impact on Oil Demand
This deep dive is for readers who want more background to our Insights post on Friday, August 20, 2021, regarding the drivers of electric...
Global Electric Vehicle Penetration and Growing Oil Demand…What Gives?
Key Takeaways Most oil demand forecasts anticipate global oil demand to stubbornly grow over the next decade despite more and more government polices to...
Recent events highlight the need for performance-based rate making
Our blog posts tend to cover timely news items and have been cited and used as sources for others. We wanted to highlight some...
CA Grid Operator Heads to the E.R.—To Borrow the Hospital’s Generator
Key Takeaways A July 30, 2021 State of Emergency Declaration by California Governor Newsom (the “Emergency Declaration”) acknowledges a power reliability crisis which it...
Senate Agreement an Encouraging Step Toward Constructive Infrastructure Legislation
Key Takeaways A bipartisan majority of 67 Senators has agreed to support legislation providing for $550 billion of federal infrastructure spending. Once formally passed...
Deep Dive: What is Carbon Capture Use & Sequestration (CCUS)
Carbon capture, use, and storage/sequestration (CCUS) is the catch-all term for a variety of methods and technologies that remove CO2 from the flue gas...
California’s Energy Policy- Depending on the Kindness of Neighbors
Last year’s blackouts and the California Independent System Operator’s (CAISO), which runs the state’s power grid, recent warnings that the system will hit a...
Infrastructure Bill – CCUS and the Path to Yes
Key Takeaways: Biden budget proposal would raise tax credits for carbon capture and sequestration (CCUS). Bipartisan efforts on an infrastructure and clean energy bill...
EIP and Environmental Defense Fund (EDF) Respond to FERC
Key Takeaways: The Federal Energy Regulatory Commission (FERC or the Commission) is reviewing how it approves new pipelines. EIP and EDF have shared their...