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CERAWeek 2024 Does Energy Politics
But you'll learn a lot more about energy by checking out companies’ actual earnings calls.
Mar 24
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Roger Conrad
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CERAWeek 2024 Does Energy Politics
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Cutting Coal: It's More Than Just Clearing the Air
It’s massive cost savings for America’s utilities, which means more investment for a reliable grid.
Mar 17
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Roger Conrad
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Cutting Coal: It's More Than Just Clearing the Air
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When Just Saying No Is Bad For Your Health
Utility rate increases are rarely if ever popular, but more than ever we need reliable electricity.
Mar 10
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Roger Conrad
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When Just Saying No Is Bad For Your Health
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Why Warren Buffett’s Wrong
Investor worries about electric utility wildfire liability are reaching the realm of the ridiculous.
Mar 3
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Roger Conrad
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Why Warren Buffett’s Wrong
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February 2024
King Coal's Not Dead Yet
And neither is US offshore wind
Feb 25
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Roger Conrad
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King Coal's Not Dead Yet
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The Fed and the World’s Dumbest Smart People
Statist groupthink is keeping key inflation drivers alive and investment markets volatile.
Feb 18
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Roger Conrad
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The Fed and the World’s Dumbest Smart People
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Want to Kill Nuclear Power in the US? Repeal the IRA
Inflation Reduction Act tax credits are providing a huge incentive for companies to keep aging reactors running and a lifeline for new reactor…
Feb 11
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Roger Conrad
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Want to Kill Nuclear Power in the US? Repeal the IRA
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It’s Time to Shift Your AI Bets
Utility stocks are the next great beneficiaries of the artificial intelligence boom.
Feb 4
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Roger Conrad
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It’s Time to Shift Your AI Bets
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January 2024
Biden's LNG Ban: Good News for Energy Stocks
Restricting new project development won't avert climate change but will extend the energy up-cycle and enrich shareholders.
Jan 28
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Roger Conrad
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Biden's LNG Ban: Good News for Energy Stocks
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No Nuclear Renaissance? Blame it on the Fed.
Leaving borrowing costs higher for longer crushes investment and thereby worsens energy inflation.
Jan 21
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Roger Conrad
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No Nuclear Renaissance? Blame it on the Fed.
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Offshore Wind's Not Dead Yet
It's still growing because developers are finally getting real.
Jan 14
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Roger Conrad
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Offshore Wind's Not Dead Yet
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Utilities are the New Tech
The big drop in companies’ borrowing costs is the latest sign
Jan 7
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Roger Conrad
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Utilities are the New Tech
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