Jim Murchie – Who is the Energy Candidate?
Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....
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Eva Pao – ISS and Glass Lewis Weigh In On ESG
The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally...
Eva Pao – Understanding The Reserve Life Index
People like to come up with stories to explain stock price performance. Good stories if the stock is up and bearish stories if the stock...
Jim Murchie – Un-American Activities
Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the...
Jim Murchie – European Border Wall: Carbon Edition
The European Union has finally settled on a border adjustment tax on carbon. The tax, known as the carbon border adjustment mechanism, would assess...
Eva Pao – That 70’s Show Redux?
As the potential for a rail strike heats up, there is also the nurses’ strike in Minnesota and the teachers’ strike in Seattle. We...
Jim Murchie – European Energy Policy Oxymoron: Free Market Regulation
The new European Union (EU) windfall profits tax is a clumsy way of changing the electric markets in Europe from a free market where...
Jim Murchie – Abraham Lincoln’s Advice on the Energy Transition: True North
For me, the pivotal scene in the movie “Lincoln” features the president (played by Daniel Day Lewis) pleading with the abolitionist congressman from Pennsylvania...
Jim Murchie – Battle Over CO2 Regulation
While EPA’s authority to regulate CO2 was confirmed in the recent Supreme Court ruling in W. Virginia v EPA, the Court left the door...
Eva Pao – Coal: Part of the Energy Transition
This year, U.S. coal has seen a big boost in domestic and export demand. Unlike LNG which needs liquefaction and re-gas, coal exports have...
Eva Pao – IEA: Upstream Oil and Gas Investment to be Flat in 2022
IEA published their World Energy Investment Outlook. Surprisingly, upstream oil and gas investment for 2022 is essentially flat adjusted for inflation (nominal 10% growth...
Eva Pao – German PPI Up
German producer prices (PPI) rose 24.2% YoY in December 2021 driven by higher energy prices. Larry Fink and Ray Dalio are latest to promote...