Hybrids 101 – A Primer

Mideast, SSEA Corps: Effects of Natural Gas Hits

US/EMEA Special Situations: New Fortress Energy opted for UK RP to avoid ‘serious value destruction’ under chapter 11; majority of creditor classes have >75% support

INEOS Quattro – 4Q25/FY25 Call Key Takeaways

Energy: Iran Thoughts; Updating Price Deck

4Q Datacenter Oversupply Update & Client Pushback

Euro Utilities: Gas Prices And Europe

Middle East, SSEA Corps: Mid East Conflict Impact

Energy: Iran Scenario Analysis + Winners & Losers

Utility Hybrids Feb ‘26: Rel Val & Client Pushback