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...
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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...
Energy Policy Under President-elect Biden and Divided Government
Since climate policy is a priority policy issue for the Democratic Platform, so too is energy policy. While there is a lot of back...
California Blackouts Underscore the Need for Natural Gas to Facilitate Renewable Push
Key Takeaways: California’s electric grid operator was forced to implement rotating blackouts in August 2020 when a heat wave across the Western US caused...