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EIP Insights

Say it Ain’t So, Joe (x 2) – EIP’s Year-End Note

What Happened to the Energy Transition? The past year saw a froth of excitement about “clean” energy stocks following the election melt into the reality of an energy system that[…]

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Environmental Justice: California proposes no longer charging the poor for solar panels for the rich.

On December 13, 2021, California’s utility regulator (CPUC) proposed changes that would reduce the price retail customers receive for rooftop solar generated power they sell to the grid by at[…]

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DUC, DUC, Goose egg!

Oil and gas capital spending has been slashed but U.S. production is going up.  How can that be?  The answer is that the industry is just now completing projects that[…]

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Why is Nuclear Power OK in France, But Not in the U.S.?

The two-week UN Climate Change Conference known as COP-26 kicks off in Glasgow on October 31, and the participating countries are releasing in advance their energy transition plans. A stand-out[…]

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A Spectator’s View on the Spike in Natural Gas Prices

There’s been a lot of media attention lately on the current global shortage of natural gas and steep price increases that have come with it.  The runup in U.S. and[…]

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FANG vs. F.A.A.N.G – Energy Relative to Technology Stock Performance

Everyone knows about “F.A.A.N.G.”: Facebook, Amazon, Apple, Netflix and Google. But there is an oil and gas producer with a similar ticker: FANG, Diamondback Energy, which, like the rest of[…]

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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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January 3, 2022 by Jason Bordoff. If we believed our[…]

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Here Are Barron’s Best Income Investments for the New Year

January 3, 2022 by Andrew Bary This is Barron’s 10th annual assessment[…]

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Green Upheaval – The New Geopolitics of Energy

January/February 2022 by Jason Bordoff and Meghan L. O’Sullivan  It[…]

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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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