Energy / Infra Newsletters
Curious if anyone has recs for curated newsletters around energy and infrastructure investing? Looking for something akin to Stratechery, etc. but tailored to the space. Thanks in advance!
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IJGlobal or SparkSpread
Hi there, do you currently have an ij global subscription ?
Thanks familiar with the relevant news sources. Was thinking more opinion-style content from thought leaders. There’s a ton of these newsletters for tech, just wondering if anyone knows of any for energy / infra.
There’s nothing like this for energy /infra bc the best people in the space aren’t clout chasers.
best content is sparkspread and equity research. There’s a handful of sharp energy guys on twitter but most don’t post long form anymore - tons of clowns that claim to be energy experts on twitter tho
RBN Energy pumps out great content
Oil and gas only and it’s typically weeks late on discussion points.
Who do you recommend following on twitter?
x
HCinsider and Energy Transition
Following
For general market Intel, IJ Global and Sparkspread for Renewables infra. S&P cap iq also has some decent stuff.
BigLaw Firms tend to put out good discussion pieces too. One example being Norton Rose's Energy Project Finance NewsWire.
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