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 Deindustrialization of Europe 

The Deindustrialization of Europe 

By David Barrosse, Capstone CEO March 13, 2023 — At the peak of the energy crisis in Europe, scores of industries such as cement, glass, and petrochemicals were at 50% capacity or shuttered altogether. These companies could not operate in an environment where natural...

The Inevitable Decoupling of Medicare Advantage and Medicare

The Inevitable Decoupling of Medicare Advantage and Medicare

By Grace Totman, Capstone healthcare analyst March 1, 2023 - Nearly half of all seniors are now enrolled in Medicare Advantage (MA), the private alternative to traditional Medicare. MA attempts to both reduce costs and improve healthcare by paying private insurers a...