The Latest
Economic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
Industry Insights
View AllNuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Economic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
The People’s Republic of Texas
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...
Why Problems With Renewables Have Hurt the Utility Sector
The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost...
The War on Drugs and Carbon
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t...
Does Anyone Remember the Green New Deal?
The Green New Deal was put forth on Feb 7, 2019, as House Resolution 109. It wasn’t just about clean energy. It was also...
No Farms, No Food; No Energy, No GDP
As we wrap up 2022 and look forward to 2023, talk of an oncoming recession is all around us. This would normally be a...
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...
Jim Murchie – European Border Wall: Carbon Edition
The European Union has finally settled on a border adjustment tax on carbon. The tax, known as the carbon border adjustment mechanism, would assess...
Eva Pao – That 70’s Show Redux?
As the potential for a rail strike heats up, there is also the nurses’ strike in Minnesota and the teachers’ strike in Seattle. We...
Jim Murchie – European Energy Policy Oxymoron: Free Market Regulation
The new European Union (EU) windfall profits tax is a clumsy way of changing the electric markets in Europe from a free market where...
Jim Murchie – Abraham Lincoln’s Advice on the Energy Transition: True North
For me, the pivotal scene in the movie “Lincoln” features the president (played by Daniel Day Lewis) pleading with the abolitionist congressman from Pennsylvania...
Jim Murchie – Battle Over CO2 Regulation
While EPA’s authority to regulate CO2 was confirmed in the recent Supreme Court ruling in W. Virginia v EPA, the Court left the door...
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News Articles
View AllA Way for Energy Investors to Ride the AI Boom
Investors watching artificial intelligence turn to an unlikely corner of the market: companies that own power plants By Jinjoo Lee
Our stressed-out power grids need help
The climate crisis demands good data that measures the footprint of high electricity users by MARIETJE SCHAAKE
Magellan’s Deal With Oneok Could Derail. Should Berkshire Step In?
The $18.8 billion deal by Oneok for Magellan Midstream Partners —which would create one of the largest energy pipeline operators—has run into unexpected trouble since it was unveiled...