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...
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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...
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...
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...
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...
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...