Bernhard Capital Partners’ Post

Save the Date! 🗓️ Join us at the Energy Capital Conference on October 3, 2024, at the Thompson Dallas in Dallas, TX. This highly anticipated event brings together key capital providers and seasoned industry executives for frank discussions about the money that drives the oil and gas business. Don't miss this opportunity to connect with the industry's top professionals as they share their expertise and discuss the importance of investing in American-made energy resources. Register now to secure your spot at this two-day financially-focused event: https://lnkd.in/gcJHadnN #EnergyCapitalConference #InvestmentOpportunities #MarketTrends #RegisterNow

I always enjoy getting to discuss the benefits of direct oil and gas investments with Adviors who partner with Invito to bring knowledge and investing options to their clients, thank you Christian! #alternativeinvestments #taxplanning #investing

With Greylock Midstream, you get a better way to fuel your business. Our turn-key natural gas infrastructure and pipeline assets support growing manufacturers across the country by providing an alternative to gas utilities. We design, build, own, and operate these assets so that you can focus on what you do best, without having to settle for expensive fuel. Fast, reliable, and cost-effective - that's what Greylock Midstream is all about. Learn more at https://lnkd.in/egKiKXjT. #GreylockMidstream #NaturalGasPipeline #OnTimeDelivery #OnBudget #EnergyInfrastructure #EnergyConnectivity #SiteConnectivity #InterstatePipeline #GasSupplyChain #EnergyTransportation #EnergyLogistics #EnergyEfficiency #GasDistribution #EnergyManagement #SiteSelection

📈 📊 New report from AGA, the Canadian Gas Association and MCR Performance Solutions shows investor sentiment towards North American natural gas utilities has improved amidst changing market dynamics and policy landscapes. Key takeaways include: 💰 Natural gas remains crucial for energy resilience and affordability, and investors perceive less risk to profitability from regulation than in previous years. 🏘️ Investors view natural gas as remaining important to the American energy system for decades at minimum. Learn more at: https://buff.ly/4fnbQPd

Here is our latest Market Commentary: Natural Gas is Not Just A Bridge Fuel. SAM’s Infrastructure Income and Energy Transition strategies favor companies leveraged to advantageous natural gas fundamentals. Recently, we hosted a Fireside Chat with the CEO, Toby Rice and CFO, Jeremy Knop of one such company: EQT Corporation (EQT- NYSE), the largest producer of natural gas in the United States. In this market commentary, we’ll dive into some of the key ideas from our chat.   Link to webinar: https://lnkd.in/e6AKXVkq As always, your comments, questions and feedback are welcome. #naturalgas #investing #sustainability #energy

Soon, Kevin Little, Managing Director of Natural Gas Fundamentals for Macquarie Energy LLC, will provide an update on the U.S. natural gas market at the 2024 LDC Gas Forum Northeast.   NGSA recently released our 2024 Summer Outlook, a seasonal forecast released in the summer months that provides a short-term assessment of the natural gas market. I will be intrigued to see how Kevin’s analysis aligns with the forecast NGSA released last month.   Explore the Natural Gas Supply Association's 2024 Summer Outlook here: https://lnkd.in/dPmzUdvu   #natgas #ldcgasforums #LDCNE24 #NortheastForum #LDCGasForumNortheast #NE24

New this AM — The Future of Gas in Illinois. A Groundwork Data report led by Dorie Seavey that dives into data of Illinois gas utilities. A few key takeaways: 1. Gas bills are increasing, regardless of climate policies, as utilities continue to spend billions on pipeline replacement projects. 2. Continued advancements in non-gas alternatives enable customers to opt-out of the gas system. 3. Customer departures would cause the gas business model to collapse. 4. Illinois is not alone in this challenge as the same or similar factors influence all US gas distribution utilities. 5. Regulators are in a difficult spot — for 100 years gas and electric utilities have been overseen as non-competing natural monopolies. This is no longer the case, and the sooner they intervene, the less drastic the consequences.

3Q midstream earnings calls are complete, and U.S. and North American natural gas demand is on the rise—creating new opportunities for midstream investors. Key Q3 takeaways from Stacey Morris, CFA: 📈 Strong demand outlook: LNG exports, industrial use, and increased power demand—including from data centers—are driving growth 📈 Infrastructure build out: Several attractive growth projects are underway, with more on the horizon Key Natural Gas Pipeline Companies: DT Midstream, Energy Transfer, Kinder Morgan, TC Energy, and Williams. Seeking midstream exposure? The Alerian Midstream Energy Select Index #AMEI, yielding 4.93% as of December 4, 2024, captures these companies and more. #EnergyInfrastructure #ETFInvesting #MLPs #IncomeStrategies

Here is our latest Market Commentary: Natural Gas is Not Just A Bridge Fuel. SAM’s Infrastructure Income and Energy Transition strategies favor companies leveraged to advantageous natural gas fundamentals. Recently, we hosted a Fireside Chat with the CEO, Toby Rice and CFO, Jeremy Knop of one such company: EQT Corporation (EQT- NYSE), the largest producer of natural gas in the United States. In this market commentary, we’ll dive into some of the key ideas from our chat. Link to webinar: https://lnkd.in/e_DtvVFU As always, your comments, questions and feedback are welcome. #naturalgas #investing #sustainability #energy

Check out the latest edition of AmGas Magazine to learn more about how despite facing mixed policy signals and high interest rates natural gas utilities remain stable, attractive investments. “There is a headline risk out there, but by and large, we are seeing an acknowledgement, that natural gas infrastructure is going to be needed for a long time and, over time, can be part of the solution for decarbonization, reducing emissions, and promoting energy efficiency,” said Sarah Akers, senior analyst, director equity research-utilities, Wella Fargo Securities LLC. https://lnkd.in/eyJKeHdA