Subscribe
Sign in
Home
Archive
About
It Won't Go on Forever: The Inevitable ESG Rhetoric Flip
Preparing for the Shifting Investment Landscape Using Predictable Media-Policy Cycles
Mar 28, 2023
•
BowTiedFeline
Share this post
The Energy Transformation
It Won't Go on Forever: The Inevitable ESG Rhetoric Flip
Copy link
Facebook
Email
Notes
More
Targa Resources ($TRGP) - A reversion to its aggressive growth roots
So far, so good!
Mar 14, 2023
•
BowTiedFeline
2
Share this post
The Energy Transformation
Targa Resources ($TRGP) - A reversion to its aggressive growth roots
Copy link
Facebook
Email
Notes
More
Hydrogen Hype Cycles: is it different this time?
Deciphering the mysterious future of Hydrogen
Oct 24, 2022
•
BowTiedFeline
Share this post
The Energy Transformation
Hydrogen Hype Cycles: is it different this time?
Copy link
Facebook
Email
Notes
More
Most Popular
View all
Global Energy Crisis - Part II
Nov 14, 2021
•
BowTiedFeline
5
Share this post
The Energy Transformation
Global Energy Crisis - Part II
Copy link
Facebook
Email
Notes
More
Energy Transformation First Principles - Part I
Oct 24, 2021
•
BowTiedFeline
5
Share this post
The Energy Transformation
Energy Transformation First Principles - Part I
Copy link
Facebook
Email
Notes
More
Kinder Morgan ($KMI) – Sky-high dividends worth the risk?
Apr 6, 2023
•
BowTiedFeline
1
Share this post
The Energy Transformation
Kinder Morgan ($KMI) – Sky-high dividends worth the risk?
Copy link
Facebook
Email
Notes
More
Why the U.S. Will Never Be Energy Independent
Nov 3, 2022
•
BowTiedFeline
1
Share this post
The Energy Transformation
Why the U.S. Will Never Be Energy Independent
Copy link
Facebook
Email
Notes
More
Global Energy Crisis - Part I
Oct 31, 2021
•
BowTiedFeline
4
Share this post
The Energy Transformation
Global Energy Crisis - Part I
Copy link
Facebook
Email
Notes
More
At what oil price does growth stall?
Mar 6, 2022
•
BowTiedFeline
4
Share this post
The Energy Transformation
At what oil price does growth stall?
Copy link
Facebook
Email
Notes
More
3
Latest
Top
Discussions
The Event-Driven Trade
Gas Infrastructure Opportunities in the Permian
Nov 28, 2022
•
BowTiedFeline
1
Share this post
The Energy Transformation
The Event-Driven Trade
Copy link
Facebook
Email
Notes
More
The Fundamental Case: The Great Gas Debottlenecking
Gas Infrastructure Opportunities in the Permian
Jan 16, 2023
•
BowTiedFeline
Share this post
The Energy Transformation
The Fundamental Case: The Great Gas Debottlenecking
Copy link
Facebook
Email
Notes
More
Wind Energy's Fatal Limitation
It's so over
Jun 6, 2023
•
BowTiedFeline
1
Share this post
The Energy Transformation
Wind Energy's Fatal Limitation
Copy link
Facebook
Email
Notes
More
Parex Resources (PXT): An Undervalued Cash Flowing Machine
Imagine buying a shale co. instead of this little gem?
May 25, 2023
1
Share this post
The Energy Transformation
Parex Resources (PXT): An Undervalued Cash Flowing Machine
Copy link
Facebook
Email
Notes
More
The Real Path to Net Zero: an Energy Transformation
Nothing is ever in a straight line, is it?
May 10, 2023
•
BowTiedFeline
1
Share this post
The Energy Transformation
The Real Path to Net Zero: an Energy Transformation
Copy link
Facebook
Email
Notes
More
Is Picking Energy Stocks a Waste of Time?
A Tale of Two Hedge Funds - Backtesting Fund strategies over different price regimes
Apr 24, 2023
•
BowTiedFeline
Share this post
The Energy Transformation
Is Picking Energy Stocks a Waste of Time?
Copy link
Facebook
Email
Notes
More
Quick Post - The Degen Petrobras ($PBR) Trade
Very short term - manage your risk!
Apr 10, 2023
•
BowTiedFeline
Share this post
The Energy Transformation
Quick Post - The Degen Petrobras ($PBR) Trade
Copy link
Facebook
Email
Notes
More
See all
The Energy Transformation
The past, present, and future of all things energy.
Subscribe
The Energy Transformation
Subscribe
About
Archive
Sitemap
Share this publication
energytransformation
The Energy Transformation
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts