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...
Energy Investing
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...
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...
Revolting Shareholders – More on the Energy Blame Game
To paraphrase Michael Douglas in “The American President” (Universal Pictures, 1995), whatever the voter’s problems, most politicians have no interest in solving them. They...
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 – 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...
Inflation Reduction Act is Really the Energy Expansion Act
Energy Income Parnters (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed...
Choosing a Tax on Share Buybacks Over Carried Interest Slows the Energy Transition
In the final negotiations over how to pay for the Inflation Reduction Act, Senate leadership chose to nix an increase in taxes on the...
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...
Eva Pao – Coal: Part of the Energy Transition
This year, U.S. coal has seen a big boost in domestic and export demand. Unlike LNG which needs liquefaction and re-gas, coal exports have...
Eva Pao – IEA: Upstream Oil and Gas Investment to be Flat in 2022
IEA published their World Energy Investment Outlook. Surprisingly, upstream oil and gas investment for 2022 is essentially flat adjusted for inflation (nominal 10% growth...