Infrastructure Bill – CCUS and the Path to Yes
Key Takeaways: Biden budget proposal would raise tax credits for carbon capture and sequestration (CCUS). Bipartisan efforts on an infrastructure and clean energy bill...
Energy Investing
California- A Grudging Nod to Reality on Natural Gas
California has been wrestling with a plan to shore up generating capacity in the wake of the August 2020 rolling blackouts, while sticking to...
S&P Clean Energy Index adds Electric Utilities
The Radical Changes to the S&P Global Clean Energy Index (the “Index”) No One is Talking About Key Takeaways: Index is now 81 companies...
Polar Vortex, Texas Style
Key Takeaways: Any large-scale failure of the energy system in the U.S. will result in public policy changes that incentivize more capital spending and...
California Blackouts Underscore the Need for Natural Gas to Facilitate Renewable Push
Key Takeaways: California’s electric grid operator was forced to implement rotating blackouts in August 2020 when a heat wave across the Western US caused...