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EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors.
Russia: The Climate Change Winner?
Higher prices for traditional energy are supportive of increased use of renewables. The point of a carbon tax is to create price signals for users and producers of coal, oil and gas that reflect society’s assessed cost of the burden imposed by rising CO2 emissions. Uncertainty over long-term public policy has led to years of […]
Pipeline Earnings Should Be Good
Earnings season for the pipeline sector kicks off Wednesday 20th with Kinder Morgan. Crude oil prices have slid over the past several weeks, reflecting increased fears of recession and China’s ongoing efforts to eliminate Covid through regional lockdowns. Sharp moves in oil affect energy sentiment and the consequent drop in midstream energy infrastructure reflects these […]
Hoping Russia Will Send More Gas
On Monday Nord Stream 1 was shut down for annual maintenance, cutting off the remaining Russian natural gas exports to Germany. Europe’s biggest economy continues to provide lessons to the rest of us on what a flawed energy strategy looks like. German industry anxiously waits to see whether some contrived additional repairs will extend the […]
These Are The Good Old Days
It’s an odd recession when the economy adds 372K jobs and the unemployment rate stays at 3.6%. We seem to be talking ourselves into one. Consumer expectations are the lowest in almost a decade. High prices for energy and food are the culprit. Few are seeing their incomes keep pace with 8% inflation, so real […]
Germany Pays Dearly For Failed Energy Policy
US drivers may complain about the cost of filling up, but the epicenter of the energy crisis is Germany. The world’s third biggest exporter (behind China and the US) reported a monthly trade deficit for the first time in over thirty years. Higher energy prices hit in two ways – Germany is spending much more […]