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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 · 64d ago

Research BriefGrid Stability

Why India's Coal Output Is Rising Even as Non-Fossil Capacity Exceeds Thermal Power

Grid Reliability Advocates 40%Climate Mitigation Advocates 35%Transition Economists 25%

7 sources · 65d 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 · 65d 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 · 65d 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 · 65d 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 · 65d 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%

3 sources · 64d 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 · 60d ago

ExplainerLand Use Policy

Agrivoltaics Boosts Crop Yields and Panel Efficiency to Overcome Rural Solar Bans

Agricultural Preservationists 35%Renewable Energy Developers 35%Agrivoltaic Advocates 30%

5 sources · 65d 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%

4 sources · 64d 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 · 66d 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 · 66d ago

Manufacturing Policy

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 · 66d 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 · 66d 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 · 65d 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 · 62d ago

Nuclear DiplomacyPolicy Explainer

US Signs Landmark Nuclear Deal With Saudi Arabia Allowing Domestic Fuel Enrichment

U.S. Strategic Advocates 41%Non-Proliferation Watchdogs 35%Saudi Energy Planners 24%

8 sources · 67d ago

AI InfrastructurePolicy Explainer

Top House Democrat Threatens Nationwide Moratorium on Data Center Construction Without Federal Regulation

Consumer Protection Advocates 40%Technology Industry Advocates 35%Local Municipalities 25%

6 sources · 67d ago

Shadow FleetSanctions Enforcement

US Accuses Major Chinese Refinery of Importing Billions in Illicit Iranian Crude

U.S. Treasury & Enforcement 35%Chinese Government & Refiners 35%Market & Industry Analysts 30%

6 sources · 66d ago

ExplainerClimate Litigation

Supreme Court Set to Hear Landmark Case on State Climate Liability for Oil and Gas Companies

Local Governments 35%Fossil Fuel Industry 35%Legal Observers 30%

2 sources · 68d ago

ExplainerClean Energy

University of Birmingham Catalyst Slashes Temperature for Clean Hydrogen Production

Clean Energy Researchers 40%Heavy Industry Operators 30%Hydrogen Market Analysts 30%

3 sources · 68d ago

Grid TransitionMilestone Report

US Wind and Solar Generation Surpasses Coal and Nuclear for First Time in H1 2026

Renewable Industry Developers 40%Grid Reliability Planners 30%Macro Energy Forecasters 30%

5 sources · 68d ago

Regulatory PolicyTrade-Off Analysis

South Africa's High Court Sets Aside Shell's Wild Coast Exploration Permit After Five-Year Legal Battle

Environmental & Community Advocates 50%Energy Industry & Investment Proponents 30%Legal & Administrative Observers 20%

6 sources · 68d ago

Grid ReliabilityPolicy Explainer

Energy Department Uses Section 202(c) Orders to Keep Retiring Power Plants Online

Grid Reliability Advocates 40%Ratepayer and Environmental Advocates 40%Legal and Regulatory Analysts 20%

9 sources · 68d ago

ExplainerClimate Economics

Whether Unilateral US Climate Action Can Meaningfully Lower Global Temperatures

Mainstream Consensus 50%Policy Skeptics 30%Welfare Economics Advocates 20%

4 sources · 69d ago

ExplainerCarbon Capture

The $30 Billion Question: Who Pays for Carbon Capture Leak Liability?

Taxpayer & Environmental Advocates 40%CCS Developers & Financiers 40%Legal & Regulatory Analysts 20%

6 sources · 70d ago

Grid Infrastructure

NextEra and Japan Finalize $3.3 Billion Funding for 10 GW Gas Power Expansion in Texas and Pennsylvania

Infrastructure Developers 40%Economic Policymakers 35%Grid Operators & Planners 25%

5 sources · 70d ago

Carbon PricingPolicy Explainer

RGGI Carbon Market Surges as Virginia Re-enters to Price Data Center Emissions

Environmental and Resilience Advocates 35%Carbon Market Analysts 35%Consumer and Ratepayer Watchdogs 30%

8 sources · 70d ago

Energy MarketsForecast Update

EIA Forecasts US Crude Oil Production to Hit All-Time Global Record of 13.8 Million BPD in 2026

Domestic Producers 40%Market Analysts 35%Global Energy Consumers 25%

7 sources · 69d ago

Grid InfrastructureEvidence Pack

DOE Cancels Three National Transmission Corridors Amid Debate Over Grid Expansion and Local Control

Federal Grid Planners & Developers 35%Local Communities & Landowners 35%Current DOE Administration 30%

8 sources · 71d ago

Deep DiveCapital Allocation

How Big Oil is Quietly Engineering Balance Sheets to Survive $50 Crude

Balance Sheet Conservatives 45%Yield-Seeking Shareholders 35%Growth & Transition Advocates 20%

7 sources · 72d ago

Nuclear ExpansionPolicy Decision

China Approves Construction of Eight New Nuclear Reactors in Major Expansion Push

State Energy Strategists 40%Nuclear Industry Observers 35%Economic & Climate Analysts 25%

7 sources · 72d ago

Grid Infrastructure

PJM Grid Reform Unlocks 200 GW of New Power Projects in Largest US Interconnection Queue Overhaul

Grid Operators & Planners 40%Clean Energy Advocates 30%Public Power & Utilities 30%

7 sources · 72d ago

Grid ResiliencePolicy Move

PJM Proposes New Reliability Rules After 3.8 GW Data Center Load Trip

Grid Reliability Authorities 40%Data Center Industry 40%Energy & Infrastructure Analysts 20%

5 sources · 70d ago

Appliance StandardsPolicy Shift

Senate Bill Seeks to Overhaul DOE Appliance Efficiency Standards and Protect Gas Furnaces

HVAC and Gas Industries 50%Energy Efficiency Advocates 30%Federal Policymakers 20%

7 sources · 71d ago

ExplainerGrid Dispatch

How China's Long-Term Power Contracts Force the Grid to Burn Coal and Waste Renewable Energy

Grid Operators & Planners 40%Energy Transition Analysts 40%Renewable Energy Developers 20%

4 sources · 72d ago

ExplainerStrategic Petroleum Reserve

How the US Strategic Petroleum Reserve Operates as a Global Energy Buffer

Federal Planners 45%Historical Documentarians 35%Energy Analysts 20%

3 sources · 72d ago

Gulf EnergySupply Shift

UAE's ADNOC Commits $8 Billion to Gas Expansion After Exiting OPEC, Signaling New Era of Supply Competition

Energy Market Pragmatists 40%Geopolitical Strategists 40%Energy Security Analysts 20%

6 sources · 63d ago

Grid ExpansionInfrastructure Model

PPL and Blackstone Secure 5 GW of Gas Turbines for $15 Billion Data Center Power Expansion

Utility Executives 40%Financial Analysts 40%Regional Planners 20%

6 sources · 73d ago

Grid InfrastructureStrategy Compare

US Government Spends $3.9 Billion to Cancel Offshore Wind Leases, Redirecting Investment to Fossil Fuels

Energy Pragmatists & Fossil Fuel Advocates 40%Environmental Advocates & State Governments 40%Market & Infrastructure Analysts 20%

6 sources · 73d ago

ExplainerAdvanced Nuclear

How Four Advanced US Microreactors Achieved Criticality in a Policy-Driven Summer Sprint

Nuclear Innovation Advocates 45%Scientific and Institutional Consensus 35%Analytical Synthesis 20%

6 sources · 73d ago

ExplainerBattery Tech

How Germany's Lithium-Free Salt Batteries Work

Grid Storage Developers 45%Resource & Supply Chain Analysts 30%Automotive & Mobility Sector 25%

6 sources · 73d ago

ExplainerClimate Law

ICJ Ruling Makes Failure to Cut Fossil Fuels a Breach of Customary International Law

Legal & Policy Analysts 40%International Institutions 30%Climate Justice Advocates 30%

9 sources · 74d ago

Green Bank LitigationPolicy Decision

Federal Appeals Court Unfreezes $20 Billion Greenhouse Gas Reduction Fund

Grant Recipients & Advocates 35%Legal & Systems Analysts 35%Federal Administration 30%

2 sources · 74d ago

Transition FinanceData Analysis

Global Energy Investment Hits $3.4 Trillion as Capital Rotates from Oil to Grids and Gas

Transition Optimists 40%Energy Security Advocates 35%Market Pragmatists 25%

7 sources · 74d ago

LNG InfrastructureEconomic Forecast

US LNG Exports Projected to Double, Driving $1 Trillion in New Infrastructure Investment

Economic Forecasters 40%Energy Security Advocates 30%Domestic Market Observers 30%

6 sources · 74d ago

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