“It’s been said that “the climate crisis… is the existential threat of our time.” What to do about it will certainly be one of the most complex undertakings we’ll face because hydrocarbons, particularly crude oil, are so intertwined and have a significant impact on our daily lives…
The Merchant Marine Act of 1920, aka “The Jones Act”, requires that all cargo transported within and between U.S. ports be performed by U.S.-owned, built, and operated ships. In our latest Energy Investor Monthly, we review how the current political climate regarding The Jones Act leads us to a more positive outlook for U.S. pipeline and midstream energy infrastructure…
Propane… Is it really “King of the Hill?” Most people are familiar with propane as a fuel for summer barbecues, fall tailgate parties, or the popular animated sitcom King of the Hill. But did you know that propane is a clean and versatile fossil fuel that is an essential petrochemical feedstock for many commercial and industrial applications…
Since Congress passed the Inflation Reduction Act (IRA) in 2022, there is renewed interest in hydrogen as a fuel source and ammonia is increasingly being seen as the best way to produce “carbon-free” hydrogen…
The 2022 Inflation Reduction Act made significant changes to the 45Q Tax Credits increasing economic incentives in carbon capture sequestration, utilization, and storage projects. This month we review how 45Q is expanding investment opportunities from the capturing, removing, and storing carbon dioxide (CO2) and other greenhouse gases…
Pipelines are the safest and most efficient means of transporting petroleum products, like oil and natural gas, from one place to another. This month we review how their fees (aka Tariffs) work, are relatively consistent due to regulation and can provide a hedge against inflation…
While gasoline is the primary end product for most refineries, distillates still make up an important part of their total output – and profitability. This month we explore how the lowering inventory of distillates is impacting the current dynamics and outlook for the energy market…
With the U.S. Strategic Petroleum Reserve (“SPR”) in the news these days, our November Energy Investor Monthly provides some insights and a little history about this complex of storage locations that stockpiles our country’s emergency oil reserves. We also review key metrics that we regularly track, including production, inventory and refinery rates. This publication is designed to help you with a general update on the current energy environment…
Our October Energy Investor Monthly provides a timely update on the global energy market. We also review key metrics that we regularly track, including production, inventory and refinery rates. This publication is designed to help you with a general update on the current energy environment…
This month’s Energy Investor Monthly provides some insights into electricity production. We also provide updates to key metrics we track in the energy markets, including production, inventory and refinery rates. This publication is designed to help you with a general update on the current energy environment…