Insights
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Sector: Energy
IRA Update: Odds of Near-Term Changes Low
Policy & Legal, Research
Odds of material changes to IRA before 2025 remain small...
Read moreERCOT Reform: House State Affairs Unveils PCM Proposal
Policy & Legal, Research
House State Affairs Committee Chair Todd Hunter(R) rolled out...
Read more[PCG, NJR, NWN, ATO, CPK] Gas Bans: Berkeley Ban Blocked by Courts
Policy & Legal, Research
The Ninth Circuit Court of Appeals overturning Berkeley, California’s 2019 ordinance banning natural gas...
Read moreSolar: Shining Through the Storm Clouds
Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
Read moreDeal Me In: The Exciting and Wacky World of Utility Mergers
Policy & Legal, Research
Common risks and a brief history lesson associated with utility mergers...
Read moreHydrogen Update: Will Treasury Exclude Existing Nukes & Renewables?
Policy & Legal, Research
We believe 2023 will be a foundational year for clean hydrogen development in the U.S., with two important federal issues on the horizon...
Read moreGas Utilities: The Pilot Light is Beginning to Flicker
Policy & Legal, Research
Gas utilities are facing increasing challenges to their rate base growth due to a host of policy factors...
Read moreStates and Utilities Helping Each Other Out
Policy & Legal, Research
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
Read moreYearning for Yield: Utilities Sector Dividend Strategies in the Current Interest Rate Environment
Fundamental, Research
Income investors wonder where to turn in rising-rate, high-volatility market...
Read moreUtilities Outlook
Fundamental, Video
Utilities outlook in light of inflation and economic slowdown...
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