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...
Energy Investing
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...
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...
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...
Power 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...
First Trust ROI Podcast- New Developments in the Race for More Electricity
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...
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...
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...