Commodity & Infrastructure Insights

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Stocks Have Been Cheaper

We’ve been using the Equity Risk Premium (ERP) as a measure of the relative attractiveness of stocks for many years. The ERP is the...

Looking Back on 2019

Our twice-weekly blog saw a 30% increase in pageviews during 2019, along with a healthy jump in subscribers. It’s reposted across several other websites,...

Searching for Christmas

Our blog has a Search function that allows users to quickly find what they’re looking for. One of our most often read blog posts...

Is the Oil Rally about to Stall?

There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!

Is the Oil Rally about to Stall?

There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!

Private Equity, Private Valuations

Last week Cowen held a two day energy conference. Presenting companies included upstream and service providers, so although there were no midstream energy infrastructure...

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Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.