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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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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

Research, Fundamental
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

Research, Policy
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

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

Upstream Energy Review: Choppy Waters Ahead

Video, Fundamental
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

Research, Fundamental
The Chilean President recently announced a new plan...
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