Market Commentary June 2024
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...
Renewables
Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Economic Shutdown in the Energy Transition
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...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
Inflation Reduction Act is Really the Energy Expansion Act
Energy Income Parnters (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed...
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...
Biden Announces New Target for Solar Energy to Power 40% of U.S. Electric Supply
On September 8, 2021, the Biden Administration’s Energy Department released a “Solar Futures Study Providing the Blueprint for a Zero-Carbon Grid.” Among other things,...
CA Grid Operator Heads to the E.R.—To Borrow the Hospital’s Generator
Key Takeaways A July 30, 2021 State of Emergency Declaration by California Governor Newsom (the “Emergency Declaration”) acknowledges a power reliability crisis which it...
S&P Clean Energy Index adds Electric Utilities
The Radical Changes to the S&P Global Clean Energy Index (the “Index”) No One is Talking About Key Takeaways: Index is now 81 companies...