Insights
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Sector: Energy
Utilities and AI: A Powerful Combination?
Fundamental, Research
Supported by lower bond yields and subdued inflation, utilities stocks performed much better in the first half of 2024
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European Utilities: Navigating Through High Interest Rates
Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
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U.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Fundamental, Research
In a difficult market for utility stocks, we believe...
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Lithium: Truly an Oversupplied Market in 2024?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Fundamental, Research
Venezuela’s President Maduro recently held a referendum over potentially annexing...
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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 moreCalifornia 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...
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Energy: Refining Capacity, Are You There?
Fundamental, Research
Refining capacity continues to remain below pre-pandemic levels...
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Oil & Gas: What to Watch in August
Policy & Legal, Research
The August issue of Oil & Gas: What to Watch covers the future...
Read moreWhat 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...
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