Core Insights - Everus Construction Group's stock price has more than doubled in the last seven months due to its customer base, which includes electric utilities experiencing growth spurts [1] Company Overview - Everus Construction Group operates as a contractor in two segments: Electrical & Mechanical [1] - The company has a beneficial long position in its shares, indicating confidence in its future performance [1] Industry Context - The growth of electric utilities is a significant factor contributing to the success of Everus Construction Group [1] - The founder and CEO of Starks Energy Economics, LLC, Laura Starks, has extensive experience in the energy sector, covering various segments including utilities and energy service companies [1]

Company Overview - EQT Corporation is a vertically integrated natural gas producer and pipeline company operating in the Appalachian region, involved in both upstream and midstream activities [1] - In 2024, EQT Corporation repurchased the Equitrans regional pipeline assets for $5.45 billion [1] - The company also completed the acquisition of Olympus Energy, a private Marcellus producer, for $1.8 billion [1] Industry Context - The natural gas sector, particularly in the Appalachian region, is characterized by significant mergers and acquisitions, as evidenced by EQT's recent transactions [1]

Group 1 - MDU Resources Group, Inc. operates as a holding company for electric and natural gas utilities, as well as a pipeline, WBI Energy, serving approximately 1.2 million customers, which includes about 10% of natural gas and electricity customers [1] - Laura Starks, founder and CEO of Starks Energy Economics, has extensive experience in the energy sector, covering various areas including utilities, independent power producers, and all sectors of oil and natural gas [1]

Group 1 - Laura Starks is the founder and CEO of Starks Energy Economics, LLC, established in 2007, with expertise in energy investments [1] - Starks holds a degree in chemical engineering and an MBA focused on finance, which she utilizes for personal investments and insights on energy companies [1] - The coverage of Starks includes various sectors such as utilities, independent power producers, energy service companies, petrochemical companies, and all segments of oil and natural gas: upstream, midstream, and downstream [1]