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Sector: Energy
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
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?
Research, Fundamental
Refining capacity continues to remain below pre-pandemic levels...
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Oil & Gas: What to Watch in August
Research, Policy
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
Research, Fundamental
We anticipate the Federal Reserve is near the end of its current...
Read moreMountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25
Research, Policy
Update on the Mountain Valley Pipeline.
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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
Research, Fundamental
Oil & gas producers have filed their 2022 annual reports...
Read moreOil & Gas: What to Watch in July
Research, Policy
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
Read moreEMEA Oil & Gas Equipment & Services: The Scarcity Advantage
Research, Fundamental
Saudi and OPEC+ commitments to production cuts...
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