Energy & Environment

What makes us different?

Capstone’s energy team assists clients in understanding the complex and often opaque relationships between federal, state, local, and global energy and environmental regulations in the US and EU, including oil and gas, midstream and energy infrastructure, renewable energy, electric power markets, carbon emissions and climate change, and more. Our deep-rooted knowledge of the issues and high standards help us provide unique, real-time analysis to clients who deploy strategies in the energy sector.

We live in the weeds.

Our analysts combine a process-driven approach with a nuanced understanding of energy policy—gained through extensive research and conversations with senior policymakers and key industry stakeholders. This enables us to produce actionable insights and ideas for investors and corporations across a range of strategies—from a discussion of proposed market reforms in the US to analysis of Danish wind turbine manufacturers and services providers to evaluate potential regulatory outcomes and their impact on investments. Capstone’s dynamic relationships with key regulators at agencies—including the Environmental Protection Agency, Federal Energy Regulatory Commission, and Department of Energy—industry groups, environmental groups, academics, and activists, enable us to stay ahead of the curve in identifying and understanding policy trends. We also have strong networks in the major energy states that enable us to better understand the “on-the-ground” situation in each area.

Selected Issues

Power markets
Oil and gas
Climate change
Federal, state, and local regulations
Permitting and land use

Decarbonization
Midstream energy infrastructure
Pipelines, electric transmission, and railways
Renewables

Connect with us

Our Latest Insights

The Gathering Regulatory Storm for Visa and Mastercard

The Gathering Regulatory Storm for Visa and Mastercard

By: John Donnelly August 15, 2022 — The dominance of Visa Inc. (V) and Mastercard Inc. (MA) in traditional electronic payments—debit and credit cards—has rarely been questioned. If consumer spending increased, the two companies benefitted, aided by the ongoing move...

The Case for a Midterm Election Surprise

The Case for a Midterm Election Surprise

By: David Barrosse, CEO of Capstone August 8, 2022 — As I have said many times, Capstone is in the prediction game. We make predictions about state and federal policy and then conduct the complex task of modeling or financial analysis to help our clients understand...

The Looming Shift in Crypto Regulation  

The Looming Shift in Crypto Regulation  

August 1, 2022 — Capstone expected 2022 to be a pivotal year for cryptocurrency regulation, and policymakers haven’t disappointed—though action and results are two different things. We believe the regulatory sands are set to shift further, a development that will have...