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...
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 AllTariffs 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...
Dorothy Syndrome: There’s No Place like Home
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for...
Demanding All our Energy – EIP’s Year-End Letter
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...
“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