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EIP Insights

Energy Transition Motivational Speaking

Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why clean energy project cancellations are a[…]

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The People’s Republic of Texas

We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to severe electric reliability issues in both[…]

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Why Problems With Renewables Have Hurt the Utility Sector

The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost pressures from supply chain, labor and[…]

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The War on Drugs and Carbon

By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure.  It hasn’t reduced addiction and it has increased[…]

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Does Anyone Remember the Green New Deal?

The Green New Deal was put forth on Feb 7, 2019, as House Resolution 109. It wasn’t just about clean energy. It was also about environmental justice, income inequality, job[…]

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No Farms, No Food; No Energy, No GDP

As we wrap up 2022 and look forward to 2023, talk of an oncoming recession is all around us.  This would normally be a concerning outlook for the cyclical energy[…]

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EIP Thought Leaders on LinkedIn

Jim Murchie – December 13, 2023

COP Plea The 28th meeting of the U.N. Climate Change Conference of the Parties known as COP28 ends today. Like most other people who have a life (or are trying[…]

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Jim Murchie – November 13, 2023

Green Energy Investors See Red By now most investors have some inkling that all is not well for the stocks of clean and alternative energy producers.  While there are plenty[…]

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Eva Pao – May 17, 2023

The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally in governance and executive compensation. Lately,[…]

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Eva Pao – February 4, 2023

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 is down. One common story is to[…]

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Jim Murchie – December 15, 2022

Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the U.S. State Department’s senior energy security[…]

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Jim Murchie – December 13, 2022

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 the[…]

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The Posts shown are the opinions and thoughts of EIP’s Partners and do not necessarily reflect EIP’s thoughts or opinions. The information provided is based on data obtained from third party publicly available sources that EIP believes to be reliable, but EIP has not independently verified and cannot warrant the accuracy of such information. In providing the information, several assumptions are made, that if changed, materially affect the information and conclusions provided. This information is based upon opinion which may change at any time and without notice.

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Related Media

Magellan’s Deal With Oneok Could Derail. Should Berkshire Step In?

The $18.8 billion deal by Oneok for Magellan Midstream Partners —which would create one[…]

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Oneok-Magellan Midstream Deal May Be in Trouble

The $18.8 billion deal by Oneok for Magellan Midstream Partners to create one of the largest[…]

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Energy Bulls Are Getting Paid to Stay Calm

Oil and gas stocks are holding steady despite weaker energy[…]

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The U.S. Energy Information Administration (EIA) website provides an extensive glossary of electric industry terms.

Index Definitions

  • Alerian MLP Index (AMZ) – A composite of the most prominent energy master limited partnerships calculated by Standard & Poor’s using a float-adjusted market capitalization methodology on a price-return basis.
  • PHLX Utility Sector Index (UTY) – Philadelphia Stock Exchange Utility Index is a market capitalization-weighted index composed of geographically diverse public utility stocks.
  • NAREIT Equity Index – An index of all publicly-traded, tax-qualified real estate investment trusts that are Equity REITs as determined and compiled by the National Association of Real Estate Investment Trusts. (NAREIT).
  • S&P 500 Index – A capitalization-weighted index of 500 stocks. This Index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
  • S&P 500 Energy Index – An index which includes the stocks in the energy sector of the S&P 500 Index.
  • S&P 500 Utilities Index – An index which includes the stocks in the utilities sector of the S&P 500 Index.

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