Energy
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Explainer
Global Renewable Investment Shifts to Co-Located Storage as Standalone Solar Financing Hits Five-Year Low
6 sources · 56d ago
Grid Policy
Delaware Mandates Data Centers Generate 100% of Their Own Clean Power Under First-in-Nation Law
7 sources · 54d ago
Climate Disclosure
SEC Proposes Rescission of Mandatory Climate-Related Disclosure Rules Citing Overreach and Cost
8 sources · 56d ago
More in Energy
Nuclear Finance
Global Nuclear Investment Must Hit $250 Billion Annually to Meet COP28 Tripling Goal
Institutional Financiers 35%Energy Policymakers 35%Technology Sector Buyers 30%
Advanced NuclearTech Comparison
Four Advanced US Reactors Achieve Criticality, Marking First New Non-Light-Water Designs in 40 Years
Advanced Nuclear Developers 35%Federal Energy Regulators 35%Energy Industry Analysts 30%
ExplainerOffshore Wind
Global Offshore Wind Investment Collapses 72% in H1 2026 Amid High Costs and Failed Auctions
Market Analysts 39%Deployment Optimists 33%Policy Skeptics 28%
ExplainerGrid Modernization
Dynamic Line Ratings: Using Real-Time Weather Data to Unlock Power Grid Capacity
Grid Optimization Advocates 40%Traditional Transmission Planners 30%Grid Reliability Operators 30%
Grid ReliabilityEmergency Response
DOE Issues Emergency Order Across 17 States to Prevent Southwest Power Pool Blackouts
Federal Regulators 40%Regional Grid Operators 30%Local Communities 30%
ExplainerModular Nuclear
Antares Mark-0 and the Mechanics of Factory-Built Nuclear Microreactors
Advanced Nuclear Developers 40%Federal Regulators 35%Global Energy Strategists 25%
ExplainerCorporate Strategy
Woodside Energy Abandons $5 Billion Clean Energy Target to Double Down on LNG
Traditional Energy Investors 40%Climate Advocates 30%Market Analysts 30%
ExplainerGrid Modernization
Why US Utilities Are Planning a $1.4 Trillion Grid Overhaul to Support AI and Electrification
Utilities and Grid Operators 39%Energy Policy Researchers 33%Technology Hyperscalers 28%
Grid PolicyInfrastructure Shift
States Mandate New High-Rate Customer Class for Data Centers to Shift Grid Upgrade Costs to Tech Industry
State Regulators & Consumer Advocates 40%Utility Companies 35%Tech Industry & Data Center Developers 25%
Strait of HormuzMarket Move
Oil Prices Plunge 10% on Diplomatic Progress to Temporarily Reopen Strait of Hormuz
Energy Markets 40%Regional Diplomats 35%Shipping Industry 25%
ExplainerGrid Decarbonization
Modeling How EPA 90% Carbon Capture Rules Reshape US Coal and Gas Power Plants
Environmental & Climate Advocates 40%Grid & Systems Modelers 35%Regulatory Authorities 25%
Global RefiningMarket Move
Nigeria's Petroleum Product Exports Surge Seven-Fold Amid Refining Expansion
Nigerian Economic Planners 40%European Energy Importers 35%Global Energy Analysts 25%
Offshore GasInfrastructure Strategy
Eni and BP Accelerate Timeline for 2 Tcf Denise West Gas Project in Egypt
Infrastructure Analysts 50%Market Watchers 50%
European Gas SupplyStrategic Agreement
Equinor and Uniper Sign 15-Year Deal, Securing Long-Term Gas Supply for Germany
European Energy Industry 40%Market & Commodity Analysts 40%Geopolitical Observers 20%
Maritime NuclearPolicy Explainer
IAEA Launches Global Regulatory Framework for Floating Nuclear Power and Maritime Propulsion
Nuclear Technology Developers 40%Maritime Regulators & Insurers 40%Environmental & Nonproliferation Watchdogs 20%
Pipeline PermittingPolicy Decision
FERC Fast-Tracks Three Major Gas Pipelines to Boost LNG Export and Power Capacity
Infrastructure Developers 40%Environmental Advocates 30%Energy Market Analysts 30%
Fusion Energy
Pacific Fusion Breaks Ground on $1 Billion Facility to Achieve 'Net Facility Gain' by 2030
Commercial Fusion Developers 41%National Security Establishment 35%Scientific Skeptics 24%
Grid InfrastructureTrend Analysis
Hyperscalers and Hospitals Bypass Utilities With Large-Scale Onsite Power to Secure 3-6 MW Systems
Hyperscalers and Developers 40%Regulated Utilities 30%Environmental Advocates 30%
AnalysisClimate Policy
EPA Rescinds Greenhouse Gas Endangerment Finding, Ending Federal Vehicle Climate Standards
Federal Regulators & Deregulation Advocates 35%Environmental Economists & Researchers 35%Corporate & Fleet Strategists 30%
Advanced Nuclear
Google Signs Deal for Kairos Small Modular Reactors to Power AI Data Centers
Tech and Cloud Providers 38%Advanced Nuclear Developers 31%Grid and Utility Operators 31%
Corporate Energy StrategyIndustry Shift
SpaceX Enters Energy Trading Market to Manage Internal Power and Launch Demand
Corporate Strategists 40%Energy Market Analysts 40%Regulatory & Infrastructure Watchers 20%
Research BriefGrid Transition
Wind and Solar Surpass Gas for First Time to Become Second-Largest Global Power Source
Renewable Energy Analysts 45%Grid Reliability Planners 35%Clean Tech Advocates 20%
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%
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%
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%
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%
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%
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%
ExplainerGeothermal Tech
How Enhanced Geothermal Systems Unlock 24/7 Clean Power
Geothermal Developers 40%Grid Reliability Analysts 35%Public Research Institutions 25%
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%
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%
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%
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%
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%
Grid PolicyRegulatory Shift
FERC Abandons Key Transmission Incentives Policy, Halting CWIP for New Projects
Consumer Advocates 40%Transmission Developers 35%State Regulators 25%
Reactor Restarts
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%
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%
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%
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%
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%
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%
Nuclear Expansion
US Government Commits $80 Billion to Build 10 New Large-Scale AP1000 Nuclear Reactors
Federal & Industry Proponents 65%Economic & Environmental Skeptics 35%
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%
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%
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%
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%
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