Energy Transitions
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- 08.14.23
I’m a bottom-up investor. I look at companies on a one-by-one basis. Here’s what a few energy companies are saying…
Regulation
Vulnerability depends on factors such as energy self-sufficiency, alternative energy adoption and economic resilience.
A weekly five-point roundup of critical events in the energy transition and the implications of climate change for business and finance.
The energy sector is doing the right things — focused on free cash flow, dividends, share repurchases, and a strong balance sheet.
A weekly five-point roundup of critical events in the energy transition and the implications of climate change for business and finance.
Could America be crippled by a catastrophic shortage of efficient, stable baseload power?
Natural gas is a seasonal commodity, historically peaking as winter approaches. In 2023-24, geopolitics could play a critical role.
What You Should Know About Europe’s Energy Wars