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Sector: Energy
Chile’s Plan for its Lithium Industry: What it Means for Albemarle if Passed
Research, Fundamental
The Chilean President recently announced a new plan...
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IRA 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](https://www.cfraresearch.com/wp-content/uploads/2023/05/Gas_post_thumbnail_image.png)
[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...
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Solar: Shining Through the Storm Clouds
Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
Read moreDeal Me In: The Exciting and Wacky World of Utility Mergers
Research, Policy
Common risks and a brief history lesson associated with utility mergers...
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Hydrogen Update: Will Treasury Exclude Existing Nukes & Renewables?
Research, Policy
We believe 2023 will be a foundational year for clean hydrogen development in the U.S., with two important federal issues on the horizon...
Read moreGas Utilities: The Pilot Light is Beginning to Flicker
Research, Policy
Gas utilities are facing increasing challenges to their rate base growth due to a host of policy factors...
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States and Utilities Helping Each Other Out
Research, Policy
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
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Yearning for Yield: Utilities Sector Dividend Strategies in the Current Interest Rate Environment
Research, Fundamental
Income investors wonder where to turn in rising-rate, high-volatility market...
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