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IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Policy & Legal, Research
Odds of material changes to IRA before 2025 remain small...
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ERCOT Reform: House State Affairs Unveils PCM Proposal

ERCOT Reform: House State Affairs Unveils PCM Proposal

Policy & Legal, Research
House State Affairs Committee Chair Todd Hunter(R) rolled out...
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[PCG, NJR, NWN, ATO, CPK] Gas Bans: Berkeley Ban Blocked by Courts

[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...
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Solar: Shining Through the Storm Clouds

Solar: Shining Through the Storm Clouds

Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
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Deal Me In: The Exciting and Wacky World of Utility Mergers

Deal Me In: The Exciting and Wacky World of Utility Mergers

Policy & Legal, Research
Common risks and a brief history lesson associated with utility mergers...
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Hydrogen Update: Will Treasury Exclude Existing Nukes & Renewables?

Hydrogen 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...
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Gas Utilities: The Pilot Light is Beginning to Flicker

Gas 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...
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States and Utilities Helping Each Other Out

States and Utilities Helping Each Other Out

Policy & Legal, Research
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
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Yearning for Yield: Utilities Sector Dividend Strategies in the Current Interest Rate Environment

Yearning 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...
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Utilities Outlook

Utilities Outlook

Fundamental, Video
Utilities outlook in light of inflation and economic slowdown...
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