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Sector: Energy

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

Research, Fundamental
In a difficult market for utility stocks, we believe...
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Lithium: Truly an Oversupplied Market in 2024?

Lithium: Truly an Oversupplied Market in 2024?

Research, Fundamental
Insurance companies are struggling with unprofitability due to high claim...
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel

Research, Fundamental
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

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

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?

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

Oil & Gas: What to Watch in August

Research, Policy
The August issue of Oil & Gas: What to Watch covers the future...
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What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities

What 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...
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Research, Policy
We believe that the odds favor Vistra (VST) receiving FERC approval...
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