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What's Happening in Energy highlights the most interesting findings from public utility commission filings.
Years ago as a young-ish analyst I learned an important thing about building meaningful information products: they require both a supply push and a demand pull in order to really work. If there is supply and no demand, no one will buy; if there is demand and no supply, there is nothing to sell.
Halcyon programming note: we are all in movement this week as we prepare to gather the entire team in San Francisco next week. While we’re thrilled to get our team together, we will be taking a break from our normally scheduled content, so see below for three announcements from us to hold you over!
I had the fortune (neither good nor bad) of being an energy analyst in 2008 as Lehman Brothers collapsed, in part triggering a global financial crisis. I was also an energy analyst, again, when a pandemic caused the mechanics and circulatory system of much of the global economy to seize up in 2020.
As I write this, the White House is planning another sweeping round of tariffs on US imports. This round follows earlier rounds of tariffs, and tariff reversals, and intra-day tariff rates, since the start of the second Trump administration two months ago.