I work for an ERCOT-based power producer. I'm wondering if you have recommendations for good fundamental research, specifically for power (ERCOT most of all but also would be interested in PJM, ISO New England and MISO), natural gas, and crude oil/refined products.
Sell-side investment banks or other publications that you recommend? We get Platts already which is good for news recaps but doesn't really give forecasts or other projections. Not looking to take anything as gospel, but trying to get other ideas. Money isn't a huge issue (company will pay). Thanks in advance.
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