Cost & Composition of Power Generation
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the...
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for...
European energy stock performance relative to US has been a head scratcher, despite top-notch capital discipline and management at Totalenergies and Shell. BP is...
Ever wondered how executive power shapes energy policy? Watch this quick video where Jim Murchie breaks down the role of federal agencies and the...
Watch this quick video from Jim Murchie, he discusses the recent spike in electricity demand due to AI-related data centers, highlighting a significant change...
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...
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...
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
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...
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 September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost...