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Sector: Energy

California Electric Utilities: Sunny Spot in a Dark Year for the Sector

California 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?

Energy: Refining Capacity, Are You There?

Fundamental, Research
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

Policy & Legal, Research
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

Fundamental, Research
We anticipate the Federal Reserve is near the end of its current...
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Mountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25

Mountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25

Policy & Legal, Research
Update on the Mountain Valley Pipeline.
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Policy & Legal, Research
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

Fundamental, Research
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

Policy & Legal, Research
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

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

Upstream Energy Review: Choppy Waters Ahead

Fundamental, Video
The energy sector has been experiencing profound transformations this...
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