Energy Policy Perspectives | SWS

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ENERGY POLICY PERSPECTIVES

from our Equity Research team

New Nuclear Takes Another Baby Step, Commercial Grid Relief Remains to Be Seen

New Nuclear Takes Another Baby Step, Commercial Grid Relief Remains to Be Seen

New Nuclear Takes Another Baby Step, Commercial Grid Relief Remains to Be Seen

Mar 24

Escalation of Iran War Risks May Exceed Potential Policy Response to Prices

Escalation of Iran War Risks May Exceed Potential Policy Response to Prices

Escalation of Iran War Risks May Exceed Potential Policy Response to Prices

Mar 20

Policy Tools to Tackle Rising Oil Prices

Policy Tools to Tackle Rising Oil Prices

Policy Tools to Tackle Rising Oil Prices

Mar 12

Big Tech’s Pledge to Pay for AI Grid Expansion is Only a Political Solution

Big Tech’s Pledge to Pay for AI Grid Expansion is Only a Political Solution

Big Tech’s Pledge to Pay for AI Grid Expansion is Only a Political Solution

Mar 6

A “Coal” to Arms, Does this Actually Buy Some Much Needed Time?

A “Coal” to Arms, Does this Actually Buy Some Much Needed Time?

A “Coal” to Arms, Does this Actually Buy Some Much Needed Time?

Feb 23

Project Genesis to Launch Breakthrough Acceleration?

Project Genesis to Launch Breakthrough Acceleration?

Project Genesis to Launch Breakthrough Acceleration?

Nov 26, 2025

All Things Nuclear and AI

All Things Nuclear and AI

All Things Nuclear and AI

Oct 1, 2025

Pondering Energy Policy Consequence Issues

Pondering Energy Policy Consequence Issues

Pondering Energy Policy Consequence Issues

Sep 16, 2025

MP Materials Deal Breaks New Ground on Industrial Policy

MP Materials Deal Breaks New Ground on Industrial Policy

MP Materials Deal Breaks New Ground on Industrial Policy

Jul 15, 2025

The Tax Bill and a New Trump Executive Order

The Tax Bill and a New Trump Executive Order

The Tax Bill and a New Trump Executive Order

Jul 9, 2025

Trump Takes the Nuclear Option

Trump Takes the Nuclear Option

Trump Takes the Nuclear Option

May 27, 2025

AI-ling Sentiment Amid Macro Policy Uncertainty

AI-ling Sentiment Amid Macro Policy Uncertainty

AI-ling Sentiment Amid Macro Policy Uncertainty

Mar 28, 2025

Accountability for All Agencies

Accountability for All Agencies

Accountability for All Agencies

Feb 20, 2025

Make America Energy Dominant

Make America Energy Dominant

Make America Energy Dominant

Feb 19, 2025

Thoughts on Tariffs & Executive Actions Thus Far

Thoughts on Tariffs & Executive Actions Thus Far

Thoughts on Tariffs & Executive Actions Thus Far

Feb 7, 2025

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