Energy
Energy Policy
US Government Pays $4 Billion to Offshore Wind Developers to Quit Leases, Redirecting Funds to Fossil Fuels
5 sources · 14d ago
Corporate Energy Strategy
SpaceX Enters Energy Trading Market to Manage Internal Power and Launch Demand
6 sources · 14d ago
Research Brief
Wind and Solar Surpass Gas for First Time to Become Second-Largest Global Power Source
3 sources · 14d ago
More in Energy
Strategic Petroleum ReserveSupply Watch
US Strategic Petroleum Reserve Reaches Lowest Level Since 1982 Following Emergency Drawdowns
Administration Officials 40%Energy Security Analysts 35%Market Participants 25%
8 sources · 13d ago
Nuclear Supply ChainPolicy Decision
DOE Names Five States for New Nuclear Fuel Cycle 'Innovation Campuses' to Modernize US Supply Chain
Federal Policymakers 40%State Governments 35%Nuclear Industry & Innovators 25%
8 sources · 15d ago
Venezuela RebuildingTrade-Off Analysis
US Oil Giants Sign First Deals in Two Decades to Re-Enter Venezuela Following Maduro's Capture
Early-Mover Upstream Investors 35%Cautious Supermajors 35%Oilfield Service Providers 30%
5 sources · 15d ago
ExplainerOffshore Wind
Study Finds Offshore Wind 'Wake Effect' Slashes Projected Output by Over a Third, Complicating US 2030 Targets
Grid Operators & Forecasters 35%Offshore Wind Developers 35%Atmospheric Researchers 30%
3 sources · 15d ago
Nuclear PolicyInfrastructure Watch
Senate Introduces Bills to Boost Uranium Enrichment and Terminate Yucca Mountain Repository
Enrichment Expansion Advocates 41%Nevada State Interests 41%Systems Analysts 18%
6 sources · 15d ago
ExplainerNuclear Fuel Cycle
New Processes Unlock Trillions in Reusable Fuel and High-Value Isotopes from US Nuclear Waste Stockpile
Closed-Cycle Advocates 45%Geologic Disposal Proponents 30%Non-Proliferation Analysts 25%
5 sources · 15d ago
ExplainerGrid Reliability
The Trade-Offs of Emergency Grid Orders: Keeping Pennsylvania's Eddystone Plant Online
Federal Reliability Advocates 40%Market & Environmental Critics 40%Grid Operators & Utilities 20%
7 sources · 15d ago
ExplainerGeothermal Tech
How Enhanced Geothermal Systems Unlock 24/7 Clean Power
Geothermal Developers 40%Grid Reliability Analysts 35%Public Research Institutions 25%
4 sources · 16d ago
Virtual Power PlantsRegulatory Decision
FERC Mandates PJM Accept Statistical Sampling, Clearing Path for Virtual Power Plants
VPP Aggregators 40%Grid Operators 30%Incumbent Utilities 30%
5 sources · 16d ago
ExplainerMicroreactors
Standard Nuclear Secures Long-Term TRISO Fuel Supply Deal for Radiant Microreactor Fleet
Advanced Reactor Developers 40%Energy Policy Analysts 35%Nuclear Safety Watchdogs 25%
5 sources · 16d ago
OPEC+ QuotasTrade-Off Analysis
OPEC+ Agrees to Fully Unwind Voluntary Production Cuts, Boosting September Oil Supply by 188,000 BPD
Price Floor Defenders 55%Volume Restoration Advocates 45%
6 sources · 16d ago
ExplainerGlobal Gas Markets
EU Finalizes Ban on Russian LNG Imports, Forcing Major Re-Routing of Global Gas Flows
European Policymakers 40%Maritime Shipping Industry 30%Energy Security Analysts 30%
8 sources · 16d ago
Permian InfrastructureCapacity Buildout
WhiteWater and Partners Reach FID on 4.5 Bcf/d Solitude Pipeline to Gulf Coast
Midstream Operators 35%Permian Producers 35%Market Analysts 30%
4 sources · 17d ago
Grid PolicyRegulatory Shift
FERC Abandons Key Transmission Incentives Policy, Halting CWIP for New Projects
Consumer Advocates 40%Transmission Developers 35%State Regulators 25%
6 sources · 17d ago
Reactor RestartsExplainer
Palisades Nuclear Plant Secures $1.5 Billion Federal Loan to Become First Decommissioned US Reactor to Restart
Federal & State Policymakers 40%Nuclear Industry & Utilities 40%Local Communities & Critics 20%
5 sources · 17d ago
Vaca Muerta LNGTrade-off Analysis
$51 Billion Argentina LNG Mega-Project Takes Key Step Toward FID, Unlocking Vaca Muerta Gas
Project Developers 40%Economic Planners 35%Infrastructure Analysts 25%
5 sources · 17d ago
ExplainerGrid Storage
Global Battery Deployment Surge Triples Ability to Shift Solar Power to Evening Peak in Five Years
Grid Operators & Planners 40%Renewable Energy Advocates 35%Energy Market Analysts 25%
7 sources · 17d ago
Critical MineralsSupply Chain Investment
US Commits $500 Million to Onshore Critical Mineral and Battery Supply Chains
Federal Energy Officials 40%Industrial Supply Chain Advocates 35%Market & Policy Analysts 25%
7 sources · 14d ago
Grid MixEvidence Pack
Global Renewables Surpass Coal for First Time in History to Become Largest Source of Electricity Generation
Energy Transition Analysts 40%Grid Reliability Planners 35%Market Forecasters 25%
7 sources · 18d ago
Solar Supply ChainTrade Policy
US Imposes Tariffs on Polysilicon and Solar Products to Force Domestic Manufacturing Build-Out
Domestic Manufacturers 40%Solar Developers 35%National Security Analysts 25%
7 sources · 17d ago
Nuclear ExpansionExplainer
US Government Commits $80 Billion to Build 10 New Large-Scale AP1000 Nuclear Reactors
Federal & Industry Proponents 65%Economic & Environmental Skeptics 35%
7 sources · 18d ago
AnalysisPermian Basin
Permian Super-Lateral Wells Exceeding 15,000 Feet Drive 284% Production Surge Since 2015
Energy Data Analysts 50%Efficiency-Focused Operators 30%Infrastructure Monitors 20%
3 sources · 18d ago
Grid SecurityPolicy Move
FCC and Homeland Security Block Foreign-Made Grid Storage and Solar Inverters Over National Security Risk
National Security Officials 40%Renewable Energy Developers 35%Domestic Manufacturers 25%
8 sources · 18d ago
Data Center RegulationPolicy Decision
Pennsylvania Offers Preferential Permitting to Data Centers That Fund Their Own Power Generation
State Administration 41%Legal & Industry Analysts 41%Energy Markets 18%
7 sources · 15d ago
China Grid PolicyEvidence Pack
China's 15th Five-Year Plan Mandates 3,500 GW Renewable Capacity and Binding Grid-Stability Targets by 2030
Chinese State Planners 40%Climate Analysts 35%Energy Transition Realists 25%
7 sources · 18d ago
Grid ReliabilityExplainer
Extreme Heat Forces European Nuclear and Coal Curtailments, Driving Reliance on Gas
Grid Operators & Utilities 40%Environmental Regulators 30%Energy Market Analysts 30%
7 sources · 14d ago
US Gas ProductionMarket Forecast
EIA Forecasts US Natural Gas Production to Hit Record 122.5 Bcf/d in 2026
Permian Oil Producers 35%Gulf Coast LNG Exporters 35%Domestic Utilities and Consumers 30%
7 sources · 12d ago
ExplainerNuclear Policy
Spain Reverses Nuclear Phase-Out, Extends Almaraz Reactor Life to 2030
Grid Reliability Advocates 40%Pragmatic Transition Planners 35%Accelerated Decarbonization Proponents 25%
5 sources · 19d ago
Rovuma LNGTrade-Off Analysis
ExxonMobil Awards $1.1 Billion in Advance Contracts to Propel $30 Billion Mozambique LNG Mega-Project
Global Energy Security Advocates 40%Economic Development Proponents 35%Risk and Stability Analysts 25%
8 sources · 19d ago
ExplainerGrid Expansion
US Power Grid to Add Record 86 GW of Capacity in 2026, Driven by Solar and Storage
Clean Energy Advocates 40%Power Sector Analysts 40%Federal Forecasters 20%
4 sources · 19d ago
Research BriefGrid Stability
The Evidence on India's Coal Expansion: Why Production is Growing Alongside Renewables
Grid Reliability Advocates 40%Climate Mitigation Advocates 35%Transition Economists 25%
7 sources · 19d ago
Energy SovereigntyPolicy Reversal
Belgium to Nationalize Entire Nuclear Fleet from Engie in Major Policy Reversal to Secure Energy Supply
Energy Sovereignty Advocates 45%Corporate Divestment Strategy 35%Green Transition Critics 20%
5 sources · 20d ago
ExplainerNuclear Fuel Security
Sapporo Five Nations Urged to Form Allied Nuclear Fuel Cycle to Counter Russia and China
Allied Integration Advocates 45%National Security Analysts 35%Global Market Proponents 20%
5 sources · 20d ago
Refining MarginsTrade-off Analysis
Why Releasing Crude Oil Cannot Solve a Refining Bottleneck: The Mechanics of the Diesel Crack Spread
Downstream Analysts 40%Upstream Analysts 30%Industrial Consumers 30%
6 sources · 20d ago
Grid ReliabilityPolicy Explainer
The $259 Million Extension: Why the J.H. Campbell Coal Plant Remains Open Past Retirement
Ratepayer and Environmental Advocates 40%Grid Reliability Prioritizers 35%State Regulatory Defenders 25%
6 sources · 20d ago
Utility ConsolidationInfrastructure Expansion
NextEra and Dominion Energy to Merge in $420 Billion Deal Creating World's Largest Utility
Corporate Leadership 35%State Officials 35%Consumer Advocates 30%
4 sources · 19d ago
Diesel MarketsSupply Chain Watch
US Distillate Inventories Hit Lowest Seasonal Level Since 1996 Amid Record Exports
Global Energy Importers 40%Domestic Industrial Consumers 40%Energy Market Analysts 20%
5 sources · 15d ago
ExplainerLand Use Policy
The Evidence on Agrivoltaics: How Co-Locating Solar and Agriculture Solves Land-Use Conflicts
Agricultural Preservationists 35%Renewable Energy Developers 35%Agrivoltaic Advocates 30%
5 sources · 20d ago
Grid ExpansionCost Allocation
Utilities Nationwide Seek $18.6 Billion in Rate Hikes to Fund Data Center and Oil/Gas Demand Growth
Consumer Advocates 40%Utility Operators 40%Tech Hyperscalers 20%
5 sources · 19d ago
Equatorial Margin DrillingTrade-Off Analysis
Petrobras Confirms Major Oil Find Near Amazon Mouth as Lula Calls It a 'Passport to Brazil's Future'
Economic & Energy Security Advocates 45%Environmental & Climate Defenders 35%General News & Political Observers 20%
4 sources · 21d ago
Hydro ExpansionInfrastructure Explainer
Canada Unveils $70 Billion Churchill Falls and Gull Island Hydro Expansion
Federal and Provincial Governments 40%U.S. Energy Importers 30%Environmental and Indigenous Stakeholders 30%
5 sources · 21d ago
Manufacturing PolicyExplainer
Federal Policy Changes Trigger $40 Billion in Canceled US Clean Energy Manufacturing Projects
Clean Energy Advocates 40%Fiscal Conservatives 35%Grid Reliability Proponents 25%
6 sources · 21d ago
AI InfrastructureRegulatory Pause
Texas Governor Imposes Moratorium on Data Center Construction Over Energy Demand and Grid Strain
State Regulators 38%Tech Industry & Developers 38%Local Communities 25%
8 sources · 21d ago
Grid InfrastructureMarket Move
Equinor Acquires Stake in 1.5 GW Pennsylvania Gas Plant for $940 Million to Meet Data Center Demand
Energy Producers & Investors 50%Grid & Infrastructure Analysts 50%
6 sources · 20d ago
Solar BoomTrend Analysis
Global Solar Capacity Quietly Crosses 3-Terawatt Threshold, Tripling in Under Five Years
Developing Market Adopters 35%Grid Integration Planners 35%Global Solar Manufacturers 30%
6 sources · 16d ago
Demand ForecastingMarket Divergence
OPEC and IEA Diverge Sharply on 2026 Global Oil Demand Amid Middle East Conflict
OPEC Forecasters 50%IEA & Western Analysts 50%
6 sources · 22d ago