Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Minimizing cyclicality. Navigating volatility. Inspiring trust.
* There is no guarantee that EIP will be able to minimize cyclicality or navigate volatility that would result in favorable performance.
Investing in non-cyclical energy infrastructure that generates income and growth.
Some people know a little about a lot. We know a great deal about one specific corner of the market: energy.
Our decades of experience allow us to exploit this niche where we believe the return characteristics are superior to other sectors – primarily more stable earnings and higher dividend pay-out ratios.
Over its 20 year history, EIP has been sought out by investors, policy makers, NGOs and industry for its knowledge, experience and unique insights.
EIP Insights
View AllEconomic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
The People’s Republic of Texas
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...
“While demand for fossil fuels may go down over time, it is the high-cost producer whose production declines first. This means low-cost producers with capital discipline can still be good investments. Successful investing in mature capital-intensive industries is about after-tax earnings per share, not top line revenue growth.”
Co-Founder, Co-Portfolio Manager, and CEO