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“Few things will impact capital allocation decisions – and thereby the long-term value of your company – more than how effectively you navigate the global energy transition in the years ahead.” - Larr... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the third quarter of 2021. World leaders convened in Glasgow on October 31st to address international commitments to lower gre... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the second quarter of 2021. The unusual weather that caused historic outages and extreme electricity and natural gas prices in... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the first quarter of 2021. This letter focuses on the latest Black Swan event, Uri, the winter storm that hit Texas in mid-Feb... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the fourth quarter of 2020. This issue revisits the 2020 election and discusses its potential impact on energy policy. Other t... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the third quarter of 2020. This letter focuses on the upcoming Presidential election, the confirmation of Judge Amy Coney Barr... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the second quarter of 2020. This letter updates our analysis of COVID-19 and its impact on energy demand. It also discusses th... READ MORE >

On behalf of the team at 5, I am pleased to forward our first market letter for 2020. Since the spread of COVID-19, our primary concerns have been the safety of our team and supporting our clients. I ... READ MORE >

On behalf of the team at 5, I am pleased to forward our market letter for the fourth quarter of 2019. Today energy deregulation is a tale of two markets. The Mid-Atlantic states (PJM), New England (NE... READ MORE >