Energy Income Partners, LLC (EIP)

EIP Update - Mind The Gap: How will the U.S. meet the surge in power demand? November 19th 2pm ET | Speaker: Jim Murchie, CEO, Co-Founder, Co-PM  TO BE DISCUSSED: • Opportunities and risks in nuclear power • Opportunities in grid reliability • Where are growth expectations too high or too low #energyinfrastructure #assetmanagement

Electricity inflation will play a prominent part in the midterms. Higher bills are already featuring in state elections. Republicans and Democrats will blame each other, of course, but the truth is that prices display little correlation with who controls each state. Nor do they show any relationship with how much power a state gets from renewables, which is a fairly common myth on the right. To understand what’s happening, you have to break down the underlying components of electricity bills and understand how and why those are changing. I spoke with Jim Murchie of Energy Income Partners, LLC (EIP) to do just that. While there is, understandably, much focus on the need for new generating capacity to power datacenters, that is only part of the story, and perhaps ignores the bigger part: Distribution. Oh, and in assigning blame, it’s a fairly safe bet that having a president shut down new capacity that is almost built because he has an obsessive dislike of wind turbines probably doesn’t help. Read about it here at Bloomberg Opinion https://lnkd.in/eGH8_Ycz

🔋 Dead Battery – Why Peak Demand Requires Peaking Capacity ⚡ U.S. electricity demand is rising for the first time in two decades—even before the AI data center boom fully arrives. What’s driving it? -Slowing gains from energy efficiency -Electrification of vehicles and heating -Reshoring of manufacturing But here’s the challenge: projected demand is set to outpace planned capacity, which is largely intermittent wind and solar. The Reliability Gap While renewables are cost-competitive for new generation, they’re not always available when needed. Batteries, often seen as the solution, are still significantly more expensive—especially for covering seasonal peaks. A Clean Air Task Force study found that relying solely on wind, solar, and batteries could push wholesale electricity prices from 5¢ to over $1.60/kWh, requiring trillions to be invested in infrastructure. Overbuilding renewables helps, but comes with trade-offs: massive land use and higher costs. The takeaway? Meeting peak demand reliably still requires peaking capacity—typically natural gas—even if it runs only a few days a year. Replacing natural gas peakers with seasonal use batteries is over 20 x more expensive and only saves ~1% carbon emissions.  #energyinfrastructure #naturalgas #reliability

Is the power crisis a world-wide issue? Jim Murchie discusses how the recent blackout in Spain highlighted the vulnerabilities of relying heavily on renewable energy sources. The incident underscored the importance of maintaining system inertia. Experts have been warning about these issues for years, emphasizing that it's not just about raw power —measured in amps or BTUs—but also about the stability and resilience of the grid. Check out EIP's latest Expert Corner Video #energyinfrastructure #energyinvesting #assetmanagement #reliability https://lnkd.in/enhu7ZSn

The energy landscape is changing, as coal-fired generation and dispatchable power declines, the reliability of our electricity supply is at risk. Explore the implications of this shift and the importance of a balanced energy approach. Contact us with questions or to learn more eip@eipinvestments.com #energyinfrastructure #assetmanagement #reliability

Have you been following the latest Executive Orders on grid reliability? In our latest Expert Corner, Jim Murchie unpacks recent Executive Orders on grid reliability, coal, and nuclear power—highlighting federal emergency powers and the push to cut costs and boost demand for nuclear. The big question: Will these moves drive real investment in grid reliability? #energyinfrastructure #gridreliability #assetmanagement https://lnkd.in/ecdhVfxw

EIP Update TODAY 2pm ET REGISTER NOW Energy Infrastructure: An Island of Stability in a Sea of Chaos Speaker: Jim Murchie, CEO, Co-Founder, Co-PM • Electric power boom: Capturing growth while protecting downside • The benefits of stable, non-cyclical earnings • Policy interventions to maintain electric reliability FOR ACCREDITED INVESTOR AND ADVISOR USE ONLY. NOT FOR RETAIL DISTRIBUTION #energyinfrastructure #assetmanagement