The Latest
Jim Murchie – Brain Power – How AI Energy Requirements Mimics Human Evolution
Brain Power – How AI Energy Requirements Mimics Human Evolution As a recovering History and Anthropology major and an incurable analogist, I was recently...
Evolution of the Utility Business and Power Demand
Jim dives into the evolution of the utility business, highlighting its origins as a vertically integrated monopoly and the impact of deregulation. Watch this...
Industry Insights
View AllPower Struggle – How False Political Narratives Cloud the Drivers of Higher Residential Electricity Prices
Rising residential electric bills are fast becoming one of the top political issues in both state and federal elections. Predictably, each side of the...
Dead Battery- Why peak demand requires peaking capacity
U.S. electricity demand is rising for the first time in two decades—driven by electrification, reshoring, and the looming AI data center boom. Planned capacity additions...
Tariffs and Energy Infrastructure – Made in the U.S. for the U.S.
While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm. In part, this is due to...
Dorothy Syndrome: There’s No Place like Home
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for...
EIP Expert Corner
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Yield, Growth, Change in Valuation
Jim Murchie breaks down how yield, growth, and valuation shape long-term returns and why stable earnings matter most across market cycles. Watch this quick...
Evolution of the Utility Business and Power Demand
Jim dives into the evolution of the utility business, highlighting its origins as a vertically integrated monopoly and the impact of deregulation. Watch this...
Update Call Q&A -Current Opportunity
Jim Murchie addresses this question live, How do you see the current opportunity in midstream energy versus integrated electrical utilities? Do you see the...
Update Call Q&A – Are utilities the new growth stocks?
Jim Murchie addresses this question live, Are utilities the new growth stocks for generalist investors? Watch this quick video
EIP Core Principles
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What Drives Long-Term Returns
Watch this quick video from Jim Murchie to hear our perspective on what drives long-term returns.
What style box does EIP fit into?
Watch this quick video from Jim Murchie to learn which style box EIP can fit into.
Why Long Only?
Watch this quick video from Jim Murchie to learn why EIP’s products are all long only.
Why Energy Infrastructure?
Watch this quick video from Jim Murchie to learn why EIP invests in energy infrastructure.
Podcast Appearances
View AllFirst Trust ROI Podcast- New Developments in the Race for More Electricity
Jim Murchie explains recent developments in the energy sector, including growing, bipartisan demand for nuclear power and why the non-cyclical energy industry is “an...
First Trust ROI Podcast- Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs?
Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at...
First Trust ROI Podcast- Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy
Jim Murchie sits down with Ryan Issakainen, First Trust ETF Strategist, for a deep dive into the energy industry, discussing incentives and opportunities that...
News Articles
View AllU.S. Energy Information Administration (EIA) Short-Term Energy Outlook
EIA published their annual Short-Term Energy Outlook in October, check it out!
‘Three New York Cities’ Worth of Power: AI Is Stressing the Grid
Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list. In many places the nation’s high-voltage electric...
North America’s LNG export capacity is on track to more than double by 2028
North America’s liquefied natural gas (LNG) export capacity is on track to more than double between 2024 and 2028, from 11.4 billion cubic feet...
Jim Murchie – Brain Power – How AI Energy Requirements Mimics Human Evolution
Brain Power – How AI Energy Requirements Mimics Human Evolution As a recovering History and Anthropology major and an incurable analogist, I was recently...
Jim Murchie – Power Struggle – False Narratives Cloud the Drivers of Higher Residential Electricity Prices.
Power Struggle – False Narratives Cloud the Drivers of Higher Residential Electricity Prices. Rising residential electric bills are fast becoming a top political issue...
Eva Pao – Increasing electricity demand…
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the...
Eva Pao – European Stock Performance
European energy stock performance relative to US has been a head scratcher, despite top-notch capital discipline and management at Totalenergies and Shell. BP is...
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.