Eva Pao – EU Proposal for Taxonomy for Sustainable Activities
EU proposal to add natural gas and nuclear to EU taxonomy for sustainable activities is a critical next step toward easing the strain of...
Energy Investing
Larry Fink and Ray Dalio to Petroleum Industry: Drill Baby Drill
This year’s annual letter from Blackrock CEO Larry Fink and recent comments by Bridgewater’s Ray Dalio add to the growing chorus advocating for maintaining...
CLASSIFIED: The European Union is Poised to Classify Nuclear Power “Sustainable”
Is nuclear power clean or dirty, green or not green, sustainable or not sustainable? These distinctions matter in the European Union which has developed...
Say it Ain’t So, Joe (x 2) – EIP’s Year-End Note
What Happened to the Energy Transition? The past year saw a froth of excitement about “clean” energy stocks following the election melt into the...
DUC, DUC, Goose egg!
Oil and gas capital spending has been slashed but U.S. production is going up. How can that be? The answer is that the industry...
A Spectator’s View on the Spike in Natural Gas Prices
There’s been a lot of media attention lately on the current global shortage of natural gas and steep price increases that have come with...
FANG vs. F.A.A.N.G – Energy Relative to Technology Stock Performance
Everyone knows about “F.A.A.N.G.”: Facebook, Amazon, Apple, Netflix and Google. But there is an oil and gas producer with a similar ticker: FANG, Diamondback...
Biden Announces New Target for Solar Energy to Power 40% of U.S. Electric Supply
On September 8, 2021, the Biden Administration’s Energy Department released a “Solar Futures Study Providing the Blueprint for a Zero-Carbon Grid.” Among other things,...
Recent events highlight the need for performance-based rate making
Our blog posts tend to cover timely news items and have been cited and used as sources for others. We wanted to highlight some...
CA Grid Operator Heads to the E.R.—To Borrow the Hospital’s Generator
Key Takeaways A July 30, 2021 State of Emergency Declaration by California Governor Newsom (the “Emergency Declaration”) acknowledges a power reliability crisis which it...
Senate Agreement an Encouraging Step Toward Constructive Infrastructure Legislation
Key Takeaways A bipartisan majority of 67 Senators has agreed to support legislation providing for $550 billion of federal infrastructure spending. Once formally passed...
Deep Dive: What is Carbon Capture Use & Sequestration (CCUS)
Carbon capture, use, and storage/sequestration (CCUS) is the catch-all term for a variety of methods and technologies that remove CO2 from the flue gas...