Green Energy Sees Red while Conventional Energy Sees Black – New Income Partners, LLC – 1.25.24

Overview:
Title: Green Energy Sees Red while Conventional Energy Sees Black
Date: Thursday, January 25, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

Jim will discuss the recent changes in the opportunity set for the Energy Transition while answering these key questions:

  • Why is conventional energy consolidating?
  • Why is Green Energy seeing red?
  • What is the connection between utilities and renewable energy?
  • Shifting attitudes about ESG and conventional energy.

Energy Income Partners, LLC (EIP) was founded in 2003 from inbound inquiries about its founding partner’s investments in energy infrastructure with stable earnings and higher dividend yields. Rapid changes to the energy system, driven by innovations such as shale, renewable energy and storage, and government policies relating to sustainability have created a wider range of opportunities in the energy industry than in the past for active managers like EIP that don’t hug the indexes. EIP focuses on the mechanisms that drive industry dynamics and corporate profitability. Our goal is not to make forecasts but to understand the range of possible outcomes. Short-term price movements can be volatile, driven by changes in market sentiment. But over the longer term they follow trends in earnings and dividends.

Speaker:
James J. Murchie James J. Murchie Co-Founder, CEO and Portfolio Manager Energy Income Partners

James J. Murchie co-founded Energy Income Partners (EIP) in 2003 with Linda Longville and Eva Pao. EIP is a partner-owned asset manager with $3.8 billion in AUM as of February 28, 2021 and is an outgrowth of his personal investing in energy infrastructure. He is the President, CEO and Co-Portfolio Manager of EIP’s Funds and products which concentrate their portfolios in the securities of noncyclical energy infrastructure companies in the electric power, pipeline, and renewable development sectors. Between 1998 and 2003, he ran Lawhill Capital which managed a long/short equity fund that invested in energy and cyclical equities and commodities. From 1995 to 1997, he was a Managing Director at Tiger Management where his primary responsibility was investments in energy, commodities, and related equities. From 1990-1995, Mr. Murchie was a Principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, he spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility. He has been named one of only three Hall of Fame investors by Alerian. Mr. Murchie has testified on energy policy before the U.S. Senate Committee on Energy and Natural Resources, presents at the Energy Roundtable at the Aspen Institute and numerous industry conferences and events. He has often been quoted in media outlets such as Bloomberg, the Financial Times, and the Wall Street Journal. His interview with Steve Forbes is available on-line. Mr. Murchie received a B.A. from Rice University in 1979 and an M.A. in Energy Planning from Harvard University in 1982.
These materials do not constitute an offer of securities or a solicitation for any investment or investment product. This document is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced or transmitted, in whole or in part, to third parties, without the prior written consent of the Fund. Information provided is believed to be accurate as of the date on the materials. EIP reserves the right to update, modify or change information without notice. The information is based on data obtained from third party publicly available sources that EIP believes to be reliable but EIP has not independently verified and cannot warrant the accuracy of such information. Discussions regarding particular securities or companies are not recommendations but provide commentary on the utility and energy industry and EIP’s thoughts on the industry. Please review the disclosures at the end of the slide presentation for further information, and assumptions with respect to any of the information contained in this presentation.

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