Market Commentary June 2024
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...
Energy Investing
Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Economic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
First Trust ROI Podcast- Dissecting Incentives and Opportunities in (Traditional and Alternative) Energy
Jim Murchie sits down with Ryan Issakainen, First Trust ETF Strategist, for a deep dive into the energy industry, discussing incentives and opportunities that...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
The People’s Republic of Texas
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...
Why Problems With Renewables Have Hurt the Utility Sector
The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost...
Eva Pao – ISS and Glass Lewis Weigh In On ESG
The incredibly influential proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis provide institutional investors with vote recommendations regarding proxy voting proposals, traditionally...
The War on Drugs and Carbon
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t...
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...
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...