The Latest
EIP Update: The Politics of Electric Power Prices
In case you missed it, on July 15, 2026, Jim Murchie, Co-Founder & CEO of EIP Investments, presented The Politics of Electric Power Prices....
Power Struggle III – ROE v Blade
In our first two pieces in the Power Struggle series, we analyzed the components of costs that go into the residential electric bill, how...
Industry Insights
View AllPower Struggle III – ROE v Blade
In our first two pieces in the Power Struggle series, we analyzed the components of costs that go into the residential electric bill, how...
EIP Update: The Politics of Electric Power Prices
In case you missed it, on July 15, 2026, Jim Murchie, Co-Founder & CEO of EIP Investments, presented The Politics of Electric Power Prices....
What, me worry?
Everyone now knows that as much as 20 million barrels per day (MBD) of the world’s 100 MBD of demand for oil needs to...
EIP’s CEO Jim Murchie Joins Energy Secretary Chris Wright, FERC Chair Laura Swett and Industry Leaders in Panel Discussion at CERAWeek
Natural Allies for a Clean Energy Future and the Partnership to Address Global Emissions hosted a breakfast on March 25 at CERAWeek, the largest...
C.O.B. Tuesday Podcast – “It’s Bad That Residential Prices Are Going Up, But What Would Be Worse Is If The Lights Go Out” With Jim Murchie, EIP
Jim Murchie of Energy Income Partners joins C.O.B. Tuesday to explore grid reliability, power market structure, data center demand, and the real drivers of...
Power Struggle II – How Market Structure Affects Wholesale Power Price Increases
In our last piece on residential electricity price increases (Aug. 2025) we took on the political narratives which were concerned primarily with the cost...
Power Struggle I – 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...
EIP Expert Corner
View AllVertically Integrated Utilities Advantages with Data Centers and Tech Companies
In our latest EIP Expert Corner, Jim Murchie discusses why vertically integrated utilities may have a competitive advantage in serving the growing power demands...
Structure of Electricity Markets
Jim Murchie provides an overview of the U.S. electricity market, explaining the key differences between regulated utilities and competitive power generators and why those...
Peaking of Power
Jim Murchie explains how the power industry manages peak electricity demand. Tune in to this short video to find out more.
Residential Electricity Rates
Jim Murchie talks about why residential electricity prices are rising and what’s really driving the cost of power. Watch the short video clip here.
Nuclear Power, Problems and Solutions
Jim Murchie walks us through the current challenges and emerging solutions in nuclear power. Check out this short video for more information.
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...
Power Struggle III – ROE v Blade
In our first two pieces in the Power Struggle series, we analyzed the components of costs that go into the residential electric bill, how...
Power Struggle II – How Market Structure Affects Wholesale Power Price Increases
In our last piece on residential electricity price increases (Aug. 2025) we took on the political narratives which were concerned primarily with the cost...
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...
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.
News Articles
View AllU.S. Energy Information Administration (EIA) Short-Term Energy Outlook
EIA recently published their annual Short-Term Energy Outlook. For more information, check out the report here.
‘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...