Jim Murchie – Un-American Activities
Un-American Activities – Where is Senator Joe McCarthy When You Need Him? By now many have heard the comments made by Amos Hochstein, the...
Hydrocarbons
Revolting Shareholders – More on the Energy Blame Game
To paraphrase Michael Douglas in “The American President” (Universal Pictures, 1995), whatever the voter’s problems, most politicians have no interest in solving them. They...
West Virginia v. EPA; What the Supreme Court Decision Means for Investors
Energy Income Parnters (EIP) and Arbo came together to examine this recent decision and how it might affect investors in the energy and...
This Just In: Supply and Demand Drive Energy Prices
Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA)...
The Energy Blame Game and Other False Narratives
Now that petroleum and natural gas are in short supply (along with every other commodity), prices have spiked and the initial shock to our...
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...
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...
Deep Dive: The Math Regulating EV’s Impact on Oil Demand
This deep dive is for readers who want more background to our Insights post on Friday, August 20, 2021, regarding the drivers of electric...
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...