Power Struggle II – How Market Structure Affects Wholesale Power Price Increases
In our last piece on residential electricity price increases (Aug. 2025) we took on the political narratives which were concerned primarily with the cost...
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.
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EIP Insights
View AllPower Struggle I – How False Political Narratives Cloud the Drivers of Higher Residential Electricity Prices
Rising residential electric bills are fast becoming one of the top political issues in both state and federal elections. Predictably, each side of the...
Dead Battery- Why peak demand requires peaking capacity
U.S. electricity demand is rising for the first time in two decades—driven by electrification, reshoring, and the looming AI data center boom. Planned capacity additions...
Tariffs and Energy Infrastructure – Made in the U.S. for the U.S.
While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm. In part, this is due 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