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EIP Insights

Ford’s New F-150 Aims to Make Lightning Strike Twice

Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy sources as it does with all[…]

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The Most Reliable Part of the Energy System: Politicized Criticism of its Unreliability

Summer hasn’t even started and we’re already hearing warnings of impending power shortages.  Of course, everything these days is in short supply except editorial page political diatribes placing blame.  Not[…]

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Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens

A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards.  Specifically, S&P said, “While Tesla may[…]

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The Energy Blame Game and Other False Narratives

Now that petroleum and natural gas are in short supply (along with every other commodity), prices have spiked and the initial shock to our collective senses of the Russian invasion[…]

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Larry Fink and Ray Dalio to Petroleum Industry: Drill Baby Drill

This year’s annual letter from Blackrock CEO Larry Fink and recent comments by Bridgewater’s Ray Dalio add to the growing chorus advocating for maintaining one of modern society’s critical pieces[…]

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CLASSIFIED: The European Union is Poised to Classify Nuclear Power “Sustainable”

Is nuclear power clean or dirty, green or not green, sustainable or not sustainable? These distinctions matter in the European Union which has developed an elaborate system of categorization they[…]

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EIP Thought Leaders on LinkedIn

Eva Pao – February 8, 2022

German producer prices (PPI) rose 24.2% YoY in December 2021 driven by higher energy prices.

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Eva Pao – January 24, 2022

EU proposal to add natural gas and nuclear to EU taxonomy for sustainable activities is a critical next step toward easing the strain of decarbonizing without enough backup energy resources.

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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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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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