Hydrocarbons

Jim Murchie explains recent developments in the energy sector, including growing, bipartisan demand for nuclear power and why the non-cyclical energy industry is “an...

Jim Murchie addresses this question live, How do you see the current opportunity in midstream energy versus integrated electrical utilities? Do you see the...

Jim Murchie addresses this question live, Are utilities the new growth stocks for generalist investors? Watch this quick video

Two executive orders were issued on April 8th concerning grid reliability and the coal industry, emphasizing executive power during emergencies as per the Federal...

The recent blackout in Spain highlighted the vulnerabilities of relying heavily on renewable energy sources, with nearly seventy percent of power coming from wind...

While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm.  In part, this is due to...

How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and...

The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.

Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at...

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...