Power Struggle – False Narratives Cloud the Drivers of Higher Residential Electricity Prices. Rising residential electric bills are fast becoming a top political issue...
Rising residential electric bills are fast becoming one of the top political issues in both state and federal elections. Predictably, each side of the...
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...
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...
Jim Murchie addresses this question live, How do you see the current opportunity in midstream energy versus integrated electrical utilities? Do you see the...
Jim Murchie addresses this question live, Are utilities the new growth stocks for generalist investors? Watch this quick video
Two executive orders were issued on April 8th concerning grid reliability and the coal industry, emphasizing executive power during emergencies as per the Federal...
The recent blackout in Spain highlighted the vulnerabilities of relying heavily on renewable energy sources, with nearly seventy percent of power coming from wind...
While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm. In part, this is due to...
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...
The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.
Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at...