Eva Pao – European Stock Performance
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...
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...
Jim Murchie sits down with Ryan Issakainen, First Trust ETF Strategist, for a deep dive into the energy industry, discussing incentives and opportunities that...
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...
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t...
The Green New Deal was put forth on Feb 7, 2019, as House Resolution 109. It wasn’t just about clean energy. It was also...