The US nuclear industry is undergoing its most significant shift in decades. This rapidly changing environment will likely generate a broad set of opportunities for investors including the contracting of existing nuclear facilities, restarts, traditional development, and small modular reactor development. | Read more >
While there have been several headlines recently about the impact of lower crude prices on oil production, we believe there are many tailwinds for increasing natural gas production. | Read more >
A confluence of factors has drawn the market’s attention to natural gas demand. An inflection in electricity demand and a wave of LNG exports are set to further accelerate already solid natural gas demand trends. We believe US infrastructure is poised to answer the call. | Read more >
A molecule comprising four hydrogen atoms and one carbon atom can create quite an array of benefits and challenges. | Read more >
We believe the midstream sector provides a unique income solution for investors—and, more specifically, provides income and growth of income. | Read more >
In today’s market, midstream is one of the few asset classes that continues to provide high yields—significantly higher than the S&P 500 Index, traditional income-equity sectors such as utilities and REITS, corporate bonds, or treasuries. | Read more >
We expect the growth of renewable energy to be a multi-year tailwind for utilities companies. Utilities are deploying capital on natural gas and renewables projects to position for the future, and this growth trajectory is reinforced by public opinion and regulatory support. | Read more >
Investing in stocks that pay dividends now and grow their dividends over time will help you remember that your goals are longer term than next quarter or next year. | Read more >
How can investors be players in renewable energy without investing in energy companies? | Read more >
Can open communication with Master Limited Partnerships (MLPs) and midstream energy companies encourage management teams to become better aligned with investors? | Read more >