Energy Investing

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...

With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...

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....

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....

The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...

What is Happening? The energy sector’s outperformance is being driven by more than geopolitical red flags. While energy (S&P Energy Index S5ENRS) has outperformed...

By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...