Our Research

…BUT… I am debating bringing back Weekly Video/ Podcast Updates. Heard from a few folks they like the video/ podcast format, especially to watch over the weekend. Trying to gauge some general interest. Would you…

We have had a lot of discussions and incoming questions on the recent VTLE transaction(s). Within we discuss 1) investor feedback (which has been very mixed); and 2) Our take on how this transaction fits…

Greetings from ‘Wild & Wonderful’ West Virginia! We got a lot of questions on the VTLE transaction and what it means for broader energy, so hope to have those thoughts + investor feedback out over…

Happy Sunday –  Hope you are having a nice weekend. Please see within for some interesting news articles from the week focused on:  General Energy & Deal News Solar Wind LNG Hydrogen & Ammonia Oil &…

…Model Portfolio Keeps Chugging Along; U/W OKE vs. O/W MMP Finally in the Green… But Just so Boring… Within we provide a performance summary of 1) Our model portfolio (based on survey results for our…

As promised, here is the replay of our virtual call: The Schneider Capital Group – Virtual Chat w/ Dave Marchese CEO of Caliche (September 6th 2023) We have also time-stamped this for easier navigation: 00:00…

What IF… ENB acquires these assets and becomes bigger in Utes/ Regulated assets… which is going to happen if the transaction goes through THEN… Spins those assets… so now you have ENB Power/ Gas/ Utes…

…Or whatever they call the conference these days (Speaking as a former Lehman Brothers Alum). We will be in NYC doing meetings with corporates and investors. Ping us if you want to meet, thought the…

Happy Sunday –  Hope you are having a nice weekend. Please see within for some interesting news articles from the week focused on: General Energy & Deal News Solar Wind LNG Hydrogen & Ammonia Oil…

Within we provide a performance summary of 1) Our model portfolio (based on survey results for our 2H’23 Outlook; Link); and 2) Our recent Trade Ideas.  We closed out O/W KMI (+optional WMB/TRPG) vs. U/W TRP &…

***Our EXCEL back-up data is available upon request*** Key Take: While there is a lot to discuss post MMP’s most recent press release & deal presentation post the close yesterday, it doesn’t change our positioning in…

Which, of course, takes priority for now since we have three trading calls associated with the pending OKE vs. MMP transaction: U/W OKE vs. O/W MMP U/W OKE vs. O/W MMP & O/W KMI (Equal…

…To attain the level of renewables envisioned in the (‘Bridge to Lower two degrees;’ IPCC) scenarios. XOM’s outlook assumes solar and wind will be deployed at about twice the historic rate, considering available policy support…

**Excel Data Available Upon Request*** Shares on Loan (‘SOL’) are simply shares that lenders (agent + other) have lent to market participants wanting to ‘short’ a particular security. For our analysis, ‘Utilization’ is defined as shares on…

Happy Sunday –  Hope you are having a nice weekend. With the end of summer rapidly approaching, we thought it would be timely to roll out a simple product to help you get caught up with…