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Sector: Energy

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

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

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

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

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

Energy: Refining Capacity, Are You There?

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

Oil & Gas: What to Watch in August

Research, Policy
The August issue of Oil & Gas: What to Watch covers the future...
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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

Research, Fundamental
We anticipate the Federal Reserve is near the end of its current...
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Research, Policy
We believe that the odds favor Vistra (VST) receiving FERC approval...
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Oil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names

Oil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names

Research, Fundamental
Oil & gas producers have filed their 2022 annual reports...
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Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Research, Policy
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
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EMEA Oil & Gas Equipment & Services: The Scarcity Advantage

EMEA Oil & Gas Equipment & Services: The Scarcity Advantage

Research, Fundamental
Saudi and OPEC+ commitments to production cuts...
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