We provide insightful analysis of energy industry trends,
commodity markets and individual company developments.
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Widening hyperscaler "shot gun" approach to AI/data center power needs
November 19, 2024
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Chord Energy: Pure-Play Bakken Consolidator Well-Positioned to Lead and Accelerate Value-Enhancing Technical and Operational Basin Optimization
November 6, 2024
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Talen Energy: Pure play PJM IPP capitalizing on power demand inflection
September 26, 2024
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Williams Cos: Systemic Growth & Income (Wamsutter Upstream monetization, LNG/AI gas draw, accelerated div gr/buybacks)
June 24, 2024
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Diamond Offshore: Fascinating Story Gets at Heart of Likely Resurgence of Offshore Driller Bull Trend
April 5, 2024
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