EIP News & Insights

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EIP Insights

Revolting Shareholders – More on the Energy Blame Game

To paraphrase Michael Douglas in “The American President” (Universal Pictures, 1995), whatever the voter’s problems, most politicians have no interest in solving them. They have interest in two things and[…]

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European Energy Policy Oxymoron: Free Market Regulation

The European energy crisis has been a harsh lesson in Economics 101: commodity prices are set by the highest cost producers. Since natural gas is now the highest cost way[…]

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Inflation Reduction Act is Really the Energy Expansion Act

Energy Income Parnters (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed by President Biden on August 16. […]

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Choosing a Tax on Share Buybacks Over Carried Interest Slows the Energy Transition

In the final negotiations over how to pay for the Inflation Reduction Act, Senate leadership chose to nix an increase in taxes on the carried interest earnings of private equity[…]

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West Virginia v. EPA; What the Supreme Court Decision Means for Investors

  Energy Income Parnters (EIP) and Arbo came together to examine this recent decision and how it might affect investors in the energy and utilities sectors. This highly technical case[…]

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This Just In: Supply and Demand Drive Energy Prices

Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA) Report on capital spending and the[…]

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EIP Thought Leaders on LinkedIn

Eva Pao – September 24, 2022

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 think this[…]

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Jim Murchie – September 20, 2022

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[…]

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Jim Murchie – September 10, 2022

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[…]

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Jim Murchie – August 11, 2022

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 open. The Wall St. Journal reported[…]

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Eva Pao – August 8, 2022

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 less friction.

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Eva Pao – July 17, 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 in spend) which implies limited additional[…]

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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

How Exxon Mobil’s CEO Views Energy Shortages and Increasing Profits – wsj.com

Exxon Mobil Corp. has enjoyed historic profits and a surging[…]

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Frackers Say Oil Production Slowing in the Shale Patch – wsj.com

Despite an extended streak of strong profits, shale companies are slowing their[…]

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What makes gas prices go up and down? – CBS News

CBS Sunday Morning interviewed Jason Bordoff, head of the Columbia[…]

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Glossary

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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