Why Problems With Renewables Have Hurt the Utility Sector
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...
Infrastructure
The War on Drugs and Carbon
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...
Does Anyone Remember the Green New Deal?
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...
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...
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)...
Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. ...
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...
Environmental Justice: California proposes no longer charging the poor for solar panels for the rich.
On December 13, 2021, California’s utility regulator (CPUC) proposed changes that would reduce the price retail customers receive for rooftop solar generated power they...
Driving the Future—Will Electric Vehicles Charge Utility Growth?
Key Takeaways Our recent posts looked at growth in electric vehicles (EV) and their potential impact on global oil demand (2030 demand likely higher...
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...