Insights
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Sector: Energy
Electrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds
Fundamental, Research, Video
Jonathan Sakraida, Senior Equity Research Analyst at CFRA, provides a comprehensive 12-month outlook...
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Energy: Gulf Coast Natural Gas May Induce Heartburn
Fundamental, Research
The outlook for natural gas pricing is pessimistic in the near term, especially for key...
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Utilities and AI: A Powerful Combination?
Fundamental, Research
Supported by lower bond yields and subdued inflation, utilities stocks performed much better in the first half of 2024
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European Utilities: Navigating Through High Interest Rates
Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
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U.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Fundamental, Research
In a difficult market for utility stocks, we believe...
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Lithium: Truly an Oversupplied Market in 2024?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Fundamental, Research
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
Fundamental, Video
2023 has been challenging for most U.S. utilities stocks.
Read moreCalifornia Electric Utilities: Sunny Spot in a Dark Year for the Sector
Fundamental, Research
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?
Fundamental, Research
Refining capacity continues to remain below pre-pandemic levels...
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