The Latest
Cost & Composition of Power Generation
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...
Electric Power Demand
The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.
Industry Insights
View AllTariffs 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...
Demanding All our Energy – EIP’s Year-End Letter
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...
The Exxon Electric Company – Spin Baby Spin
Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more...
EIP Expert Corner
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Cost & Composition of Power Generation
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...
Electric Power Demand
The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.
FAQ Trump 2.0 Energy Implications
Discover the truth behind capital budgets in the oil and gas industry quick video where Jim Murchie explores how decisions are made by company...
Who Has the Power? Energy and Civics
Ever wondered how executive power shapes energy policy? Watch this quick video where Jim Murchie breaks down the role of federal agencies and the...
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.
How EIP Fits in Your Portfolio
Watch this quick video from Jim Murchie to learn how EIP might fit in your portfolio.
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.
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...
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...
Jim Murchie – Who is the Energy Candidate?
Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....
Eva Pao – ISS and Glass Lewis Weigh In On ESG
The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally...
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.