Infrastructure

At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for...

The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...

Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more...

The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...

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...

Watch this quick video from Jim Murchie to hear about our view on Profiting from the Energy Transition, dissect the friction between efficiency and...

With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’...

Election season brings the inevitable questions about the impact of the outcome on the energy industry. If you want a prediction from me, swipe left....

The outperformance of the energy sector over the last three years is being driven by much more than unrest in the Middle East and...

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...