Friday, February 6, 2026 |  Energy

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 >

Wednesday, July 23, 2025 |  Energy

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 >

Monday, December 2, 2024 |  Energy, Natural Gas

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 >

Sunday, March 24, 2024 |  Energy

A molecule comprising four hydrogen atoms and one carbon atom can create quite an array of benefits and challenges. |  Read more >

Tuesday, February 27, 2024 |  Energy

We believe the midstream sector provides a unique income solution for investors—and, more specifically, provides income and growth of income. |  Read more >

Tuesday, May 4, 2021 |  Energy

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 >

Monday, June 15, 2020 |  Energy

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 >

Monday, October 14, 2019 |  Energy, ESG

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 >

Monday, July 22, 2019 |  Energy, ESG

How can investors be players in renewable energy without investing in energy companies? |  Read more >

Wednesday, May 22, 2019 |  Energy

Can open communication with Master Limited Partnerships (MLPs) and midstream energy companies encourage management teams to become better aligned with investors? |  Read more >

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. Nothing stated herein, including the mention of specific company names, should be construed as a recommendation to buy, hold, or sell any security, sector, or MLPs in general. To receive a list of all recommendations for the previous year, please email compliance@mhinvest.com. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors, and the amount of any dividend may vary over time. Dividend yield is one component of performance and should not be the only consideration for investment.

The information and analyses contained herein are not intended as tax, legal, or investment advice and may not be appropriate for your specific circumstances; accordingly, you should consult your own tax, legal, investment, or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such appropriateness. Any investment returns — past, hypothetical, or otherwise — are not indicative of future performance.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs, and changes to any assumptions may significantly affect the economics of any transaction.

Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline, or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance, and investment time horizon.

The returns on a portfolio that utilizes environmental, social, or governance (ESG) criteria for stock selection may be lower or higher than portfolios where ESG factors are not considered, and the investment opportunities available to such portfolios may differ.

ESG/Sustainable Investing Considerations: It is important to know that sustainable investments across geographies and styles approach the integration of environmental, social and governance (ESG) factors and other sustainability considerations and incorporate the findings in a variety of ways. Therefore, you should carefully review Miller/Howard’s ADV to understand how a particular product or strategy approaches sustainable investing and if the approach aligns with your goals and objectives. Sustainable investing-related strategies may or may not result in favorable investment performance and the strategy may forego favorable market opportunities in order to adhere to sustainable investing-related strategies or mandates. Issuers may not necessarily meet high performance standards on all aspects of ESG or other sustainability considerations. In addition, there is no guarantee that a product’s sustainable investing related strategy will be successful. Companies, as well as related investment strategies, face increasing risks associated with different and evolving industry and regulatory standards as well as public sentiment toward sustainable (ESG) and diversity (DEI) approaches; these risks include, but are not limited to, becoming the subject of investigations and enforcement actions, litigation, public boycott, and reputational harm. Speak to your financial advisor for more information. Companies, as well as related investment strategies, may underperform if ESG-related risks become financial obligations and/or harm investor sentiment, and ESG risks and opportunities can impact a company’s profitability and longevity.

Past performance does not guarantee future results.

© 2026 Miller/Howard Investments.

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