Insights
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Sector: Energy
U.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Research, Fundamental
In a difficult market for utility stocks, we believe...
Read moreLithium: Truly an Oversupplied Market in 2024?
Research, Fundamental
Insurance companies are struggling with unprofitability due to high claim...
Read moreEnergy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Research, Fundamental
Venezuela’s President Maduro recently held a referendum over potentially annexing...
Read moreCalifornia Electric Utilities: Sunny Spot in a Dark Year for the Sector
Video, Fundamental
2023 has been challenging for most U.S. utilities stocks.
Read moreCalifornia 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...
Read moreEnergy: Refining Capacity, Are You There?
Research, Fundamental
Refining capacity continues to remain below pre-pandemic levels...
Read moreOil & 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.
Read moreA Brief Assessment of Vistra/Energy Harbor
Research, Policy
We believe that the odds favor Vistra (VST) receiving FERC approval...
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