Bernhard Capital Partners’ Post

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

In 2024, the natural gas industry has invested $15 billion in safety so far this year. These investments in safety are critical now and for the future, so that the industry can keep safely and reliably delivering natural gas to homes and businesses across the nation. Learn more about this commitment to safety and how utilities continue to improve their systems today: https://buff.ly/3XeIpXy

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

The natural gas industry’s investment of over $25 billion this year in safety is a significant step toward ensuring a secure energy future. Prioritizing safety in the natural gas distribution system is essential not just for the industry but for the communities it serves. By enhancing infrastructure and implementing robust safety measures, natural gas utilities are not only working to prevent accidents but also to build trust with consumers. As someone who values reliable energy sources, I believe these efforts reflect a commitment to keeping our energy supply safe and affordable. This proactive approach is crucial for fueling communities sustainably and responsibly for many years ahead. #FutureOfEnergy #ReliableEnergySources #Sustainability

📈 📊 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

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.

Illinois’ top 4 investor-owned utilities are on track to spend nearly $100B in capex by 2050, dramatically increasing gas customer delivery charges, and raising stranded asset risk sixfold to $83B. Further investment in the gas system must be curtailed and Illinois needs a strategic, managed approach to phasing out utility gas in favor of clean energy sources. Check out our just-released report on the future of gas in Illinois–one of the most gas-dependent states in the U.S.  https://lnkd.in/ekupKe6W And Groundwork Data’s presentation today at the IL Future of Gas Workshops (9:50 CT). https://lnkd.in/ewpUp5Wc  Coverage by WBEZ Chicago: https://lnkd.in/e4UqUSsh

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

I remember visiting the Illinois offices of the one of the largest gas distribution utilities in the country. They proudly displayed a wooden gas pipe from "the days of Lincoln". According to this report from Groundwork Data - Gas distribution infrastructure in Illinois will account for $80 billion in stranded asset risk by 2050. Much of this burden is being shouldered by existing gas bills and disproportionately burdens economically challenged households. The Groundwork team poured through thousands of pages of utility filings and crunched the numbers to show how this affects ratepayers across the Big 4 investor owned utilities that serve ~97% of the state’s gas consumers. ▶ AMEREN: By 2030, revenue requirement per customer increases by 46%, from $630 per customer to $945. By 2035, the rate burden doubles, and by 2050, it increases nearly five times. ▶ NICOR: By 2030, revenue requirement per customer increases by 61%, from $453 per customer to $729. The rate burden doubles by 2035 and more than quintuples by 2050. ▶ North Shore (NSP): By 2030, Revenue requirement per customer increases by 43%, from $595 per customer to $852. By 2035, it increases by 90 percent and then more than quadruples by 2050. ▶ Peoples Gas: By 2030, revenue requirement per customer increases by 37%, from $994 per customer to $1,358. By 2035, it increases by 80 percent, and by 2050, it nearly quadruples. These figures not only represent a burden to Illinois residents but also to shareholders of these IOU owned gas utilities who ought to use this report as evidence to reconsider their investment in gas distribution utilities and demand change. As I've learnt through damage prevention - no pipe can be guaranteed to be safe from leaks. In an environment where there are more sustainable and safer non-pipe alternatives to heat homes and businesses, we ought to consider the legacy of Abraham Lincoln and emancipate communities from footing the bill for another generation of leak prone gas pipes.

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