Insights

Access our latest insights & resources

Filters

Sector: Energy

European Utilities: Navigating Through High Interest Rates

European Utilities: Navigating Through High Interest Rates

Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
Read more
U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

Fundamental, Research
In a difficult market for utility stocks, we believe...
Read more
Lithium: Truly an Oversupplied Market in 2024?

Lithium: Truly an Oversupplied Market in 2024?

Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
Read more
Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Fundamental, Research
Venezuela’s President Maduro recently held a referendum over potentially annexing...
Read more
California Electric Utilities: Sunny Spot in a Dark Year for the Sector

California Electric Utilities: Sunny Spot in a Dark Year for the Sector

Fundamental, Video
2023 has been challenging for most U.S. utilities stocks.
Read more
California Electric Utilities: Sunny Spot in a Dark Year for the Sector

California Electric Utilities: Sunny Spot in a Dark Year for the Sector

Fundamental, Research
Edison International (EIX) and PG&E Corporation (PCG)have outpaced peers in a rough year...
Read more
Energy: Refining Capacity, Are You There?

Energy: Refining Capacity, Are You There?

Fundamental, Research
Refining capacity continues to remain below pre-pandemic levels...
Read more
Oil & Gas: What to Watch in August

Oil & Gas: What to Watch in August

Policy, Research
The August issue of Oil & Gas: What to Watch covers the future...
Read more
What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities

What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities

Fundamental, Research
We anticipate the Federal Reserve is near the end of its current...
Read more