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The Energy Transition and the Search for Energy Security: Implications and Opportunities for Listed Infrastructure

Natural gas prices have surged in recent months. Acute supply concerns in Europe have predominantly driven the surge, which has been exacerbated by severe heat waves that have increased demand for power and reduced traditional power generation capacity.

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Inflation Reduction Act is a Net Positive for Listed Infrastructure

The Inflation Reduction Act of 2022 (IRA) addresses three key areas: climate issues, corporate taxes, and healthcare.

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Recessions and Midstream Energy Infrastructure: Why Its Better Today Than Previous Years

 

The Federal Reserve (The Fed) is fighting decades-high inflation with aggressive monetary policy. Many market watchers now expect at least a mild recession in response. The S&P 500 Index's 17.3% loss and the NASDAQ's 25.5% loss year-to-date through 6/24/2022 would suggest equity investors share this concern (year to date, the Alerian MLP Index (AMZ), a midstream energy focused index, is up 9.2%). To understand how midstream might perform through such an environment, we thought a look at history could be helpful.

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The Case for U.S. Hydrocarbons During Today's Energy Crisis

It’s hard to miss recent news headlines about the “global energy crisis.” Resilient global demand and a lack of sufficient available supply have created an energy crunch that has pushed up global energy prices. Soaring oil, natural gas, and coal prices are happening just as the winter heating season approaches in the Northern Hemisphere and as rising inflation poses an increasing risk to global economic growth.

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Which Small-caps Seem Likely to Benefit From Biden's Infrastructure Plan?

The term “infrastructure” has come to the forefront in recent months thanks to the Biden administration’s focus on renewing and improving America’s physical footprint through additional fiscal stimulus. It also has a dual aim of improving the pace of economic growth.

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