Energy Investing

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...

Two executive orders were issued on April 8th concerning grid reliability and the coal industry, emphasizing the executive’s power during emergencies as per the...

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.

Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the...

At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for...

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...

The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...

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 four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...