Our Research

LINK TO SURVEY: ***2H’23 All Energy/ Utes Outlook Survey*** It’s back! Our outlook surveys were some of the highest read publications at our previous employer, so we figured why not bring them back with the…

***Please let us know if you have questions on the data. We show 1) w/w changes (%) in active utilization; 2) w/w changes in ‘borrow;’ and 3) Absolute current shares on loan utilization (%)*** For…

We hosted an extremely comprehensive and informative webinar last week on the global LPG & Ammonia Trade markets, featuring expert speaker Michael Panas from NGLS. ***Please reach out if you’d like to see the slide…

This will be an interesting one to watch… Linking our previous summary and preliminary thoughts (*this has been one of our most read notes to date btw): Rice Rice Baby – The SPAC is Back….

…versus early May, or the end of Q1 earnings. Some exceptions apply. See within for full detail. For Midstream & Energy Infrastructure, ~70% of companies in our universe saw ‘SOL’ utilization decrease. For Renewables &…

NVDA stock’s meteoric rise this week made me ponder what would (could?) have been if I didn’t make the choice (almost twenty years ago) to sign on with Halliburton, pack my bags, move to the…

…Will be one of the key topics we will be discussing at our next ‘Legends of Energy’ Dinner featuring Doug Terreson. Most of you know Doug from his extensive time on the Sell-Side as the…

Post our EIC conference ‘quick takes:’ Takes From Florida in 30 Seconds… ***The number one question for we keep going over after looking at all this stuff (AGAIN; any lawyers on the list pls let us know…

…Join is next week and find out. Indications of interest via link below. Details to confirmed participants tomorrow. Also very timely post the OKE/ MMP merger announcement and some of the discussion on the analyst…

22 Management Meetings. Tons of ‘Hallway Chatter.’ Awesome networking. ***On a plane back to NYC so here are three key initial takes. Let us know if you’d like a catch-up call on the conference*** Lots…

Looks like these came out around 17:00 ET May 22nd… but don’t see them on company websites yet. Can’t sleep due to jet lag so going through this now. Our take from earlier: Could Another…

…And some other key thoughts post the continuation of ‘Merger-Mondays’ in Energy.  First of apologies for the brevity. We just got down to Palm Beach for the EIC conference. Unfortunately, we were in the back…

We always find it interesting to see what our most read notes are as it is a direct indication of where most of our reader’s interest falls – obviously. Below are our five most read…

I have been going to an iteration (there have been several name changes over the years to better align with investor preferences…) of the EIC conference for over ten years and this is the busiest…

…Post the OKE/ MMP merger announcement and some of the discussion on the analyst call (albeit w/o much detail) of OKE potentially being able to convert some existing MMP assets for the LPG export trade. We…