Our Research

January 22, 2023

The Weekly Energizer… by Schneider (Jan 22 2023)

By Timm Schneider

Read More >>

January 19, 2023

Threading the Capital Allocation Needle… Our Thoughts on the KMI Earnings Call

By Timm Schneider

Read More >>

January 14, 2023

Some Weekend Reading… Revisiting our Energy Privatization Thesis…

By Timm Schneider

Read More >>

January 13, 2023

Taking a Closer Look at ‘Shares on Loan’ (SOL) Utilization in the Utility Sector as of January 13th

By Timm Schneider

Read More >>

January 13, 2023

Winner Winner Chicken Dinner…?! Performance Set-Up Into Q1’23

By Timm Schneider

Read More >>

January 12, 2023

Taking a Closer Look at ‘Shares-on-Loan’ for the Energy Sector

By Timm Schneider

Read More >>

January 9, 2023

The Weekly Energizer… by Schneider (January 8th 2023)

By Timm Schneider

Read More >>

January 6, 2023

Taking a Closer Look at ‘Shares on Loan’ (SOL) Utilization in the Utility Sector

By Timm Schneider

Read More >>

January 5, 2023

Taking a Closer Look at ‘Shares on Loan’ Utilization in Midstream/ Energy Infrastructure Jan 5th

By Timm Schneider

Read More >>

January 4, 2023

Off to the Permian NGL Races… TRGP Buys in Remaining Grand Prix Interest from Blackstone

By Timm Schneider

Read More >>

December 31, 2022

The Weekly Energizer… by Schneider. Happy New Year!

By Timm Schneider

Read More >>

December 29, 2022

2022 Post-Mortem… Taking a Look at the ‘Winners’ and ‘Non-Winners’

By Timm Schneider

Read More >>

December 27, 2022

Taking a Closer Look at ‘Shares on Loan’ (SOL) Utilization in the Energy & Utility Sectors…

By Timm Schneider

Read More >>

December 24, 2022

The Weekly Energizer… by Schneider

By Timm Schneider

Read More >>

December 21, 2022

***Most Read Posts & Quick Investor Thoughts on WMB Transaction…

By Timm Schneider

Read More >>