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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Policy, Research
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

Fundamental, Research
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

Policy, Research
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

Fundamental, Research
Saudi and OPEC+ commitments to production cuts...
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Upstream Energy Review: Choppy Waters Ahead

Upstream Energy Review: Choppy Waters Ahead

Fundamental, Video
The energy sector has been experiencing profound transformations this...
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Chile’s Plan for its Lithium Industry: What it Means for Albemarle if Passed

Chile’s Plan for its Lithium Industry: What it Means for Albemarle if Passed

Fundamental, Research
The Chilean President recently announced a new plan...
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Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Policy, Research
In May we take a look at biofuels and the outlook for oil & gas mergers...
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IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Policy, Research
Odds of material changes to IRA before 2025 remain small...
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ERCOT Reform: House State Affairs Unveils PCM Proposal

ERCOT Reform: House State Affairs Unveils PCM Proposal

Policy, Research
House State Affairs Committee Chair Todd Hunter(R) rolled out...
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