Hydrocarbons

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

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.

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...