US: Election Is a Dead Heat, but There'll Be Very Different Winners from Each Outcome
RCP predicts a big Trump win, TheEconomist a narrow Harris one. Turnout key for Trump; his win would lower oil prices & hit China, benefitting the...
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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Capital Investment Drives Utilities' Growth, but Valuations Are Rich
Utilities continue to find ways to grow, employing $1.1 trillion in capital spending over the past decade, and we see a long runway for additional...
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Primer: Avangrid (AGR US) - Sep 2025
Avangrid is a leading U.S. sustainable energy company with two primary businesses: regulated electric and natural gas networks in the...
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Avangrid Inc.: Efficiency Optimization & Cost Management Leading To Much Needed Margin Expansion? - Major Drivers
Avangrid's fourth-quarter and full-year financial results for 2023 reflect a blend of positive operational achievements and notable...
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