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...
Energy Investing
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...
This Just In: Supply and Demand Drive Energy Prices
Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA)...
The Most Reliable Part of the Energy System: Politicized Criticism of its Unreliability
Summer hasn’t even started and we’re already hearing warnings of impending power shortages. Of course, everything these days is in short supply except editorial...
The Energy Blame Game and Other False Narratives
Now that petroleum and natural gas are in short supply (along with every other commodity), prices have spiked and the initial shock to our...