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I am pleased to forward 5’s first quarter overview of the energy market. For the most part, energy markets stabilized in Q1 2015, a significant change after the collapse in oil and natural gas prices ... READ MORE >

If there’s one constant in the energy business, it’s that things are always changing: Only 6 years ago, who would have thought that the average price of natural gas would drop by about 67%? Remember w... READ MORE >

I am pleased to forward 5’s fourth quarter overview of the energy market. Our last letter started with the statement “The speed and scope of changes in the energy market continues to astound us.” The ... READ MORE >

I am pleased to forward 5’s third quarter overview of the energy market. The speed and scope of changes to energy market continues to astound us. In this letter, we focus on the impact that changes in... READ MORE >

For decades, R&D firms have been striving to bring down the cost of large-scale batteries to be cost-effective for utility-scale power storage. Units have already been installed at a handful of US uti... READ MORE >

I am pleased to forward 5’s 2013 second quarter overview of the energy market. Like the prior letters, this note covers some notable trends and developments over the past quarter. Let me start with a ... READ MORE >