We provide insightful analysis of energy industry trends,
commodity markets and individual company developments.
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Talen Energy: Addressing the Power Balance Conundrum
February 4, 2025
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Sable Offshore: Recent IPO of E&P Re-Starting Big, Neglected Offshore California Oilfield in Federal Waters
January 10, 2025
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Oklo Inc.: A Differentiated Modular Nuclear Path
December 16, 2024
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Widening hyperscaler "shot gun" approach to AI/data center power needs
November 19, 2024
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Chord Energy: Pure-Play Bakken Consolidator Well-Positioned to Lead and Accelerate Value-Enhancing Technical and Operational Basin Optimization
November 6, 2024
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