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...
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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...
California- A Grudging Nod to Reality on Natural Gas
California has been wrestling with a plan to shore up generating capacity in the wake of the August 2020 rolling blackouts, while sticking to...
The Difference Between Investing in Global Infrastructure vs U.S. Infrastructure
U.S. Infrastructure Investing is Different. While direct investment in publicly listed civil infrastructure equities is common in European and Asian countries (we count over...
S&P Clean Energy Index adds Electric Utilities
The Radical Changes to the S&P Global Clean Energy Index (the “Index”) No One is Talking About Key Takeaways: Index is now 81 companies...
Inflation Hedge: Consumer Staples or Energy Infrastructure?
High net worth investors have long included both consumer staples and pipeline and power utilities in their portfolios to capture higher dividend yields and...
Colonial Pipeline Cyberattack and Shutdown
Updates on May 11th and 13th posted below Key Takeaways: This event, like winter storm Uri in Texas and California blackouts, highlights the need...
Polar Vortex, Texas Style
Key Takeaways: Any large-scale failure of the energy system in the U.S. will result in public policy changes that incentivize more capital spending and...