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...
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...
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...
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...
The Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
EIP Expert Corner
View AllYield, 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
The Importance of Grid Reliability
Two executive orders were issued on April 8th concerning grid reliability and the coal industry, emphasizing executive power during emergencies as per the Federal...
Lessons from the Blackout in Spain
The recent blackout in Spain highlighted the vulnerabilities of relying heavily on renewable energy sources, with nearly seventy percent of power coming from wind...
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.
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...
Eva Pao – Understanding The Reserve Life Index
People like to come up with stories to explain stock price performance. Good stories if the stock is up and bearish stories if the stock...
Jim Murchie – Un-American Activities
Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the...
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 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...