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Sector: Energy
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...
Read moreUpstream Energy Review: Choppy Waters Ahead
Video, Fundamental
The energy sector has been experiencing profound transformations this...
Read moreChile’s Plan for its Lithium Industry: What it Means for Albemarle if Passed
Research, Fundamental
The Chilean President recently announced a new plan...
Read moreOil & Gas: What to Watch in May
Research, Policy
In May we take a look at biofuels and the outlook for oil & gas mergers...
Read moreIRA Update: Odds of Near-Term Changes Low
Research, Policy
Odds of material changes to IRA before 2025 remain small...
Read moreERCOT Reform: House State Affairs Unveils PCM Proposal
Research, Policy
House State Affairs Committee Chair Todd Hunter(R) rolled out...
Read more[PCG, NJR, NWN, ATO, CPK] Gas Bans: Berkeley Ban Blocked by Courts
Research, Policy
The Ninth Circuit Court of Appeals overturning Berkeley, California’s 2019 ordinance banning natural gas...
Read moreSolar: Shining Through the Storm Clouds
Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
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