Over the last two years, as federal energy policy whiplashed and an already polarized debate over renewables versus fossil fuels amped up, a new era of advocacy has begun. At least nine […]
The Era of Cheap U.S. Natural Gas May Be Coming to an End
U.S. natural gas prices are set to rise through 2035, following a decade of low Henry Hub prices, as the AI data center boom and the expansion of U.S. LNG export infrastructure […]
PJM’s rate increase is here. What’s your strategy?
For decades, municipal utilities and electric cooperatives often operated in a stable, predictable environment. Efficiency gains across the country kept electricity demand flat, and energy strategy remained relatively straightforward. That era is […]
Carbon Markets Just Had Their Most Important Moment in Years
For much of the past decade, carbon credits have suffered from a credibility problem. Critics called them greenwashing, environmental groups questioned their effectiveness, and a series of poorly designed projects damaged confidence […]
The Colorado River Crisis Is Reaching a Breaking Point
Depending on whom you talk to, the Colorado River serves either 35 million or 40 million people, all of whom are having to reconsider how much water they use and how they […]
Iran War Strengthens the Case for Renewables and Storage
Let’s say that the Iran war has ended. Being investors, not political pundits or military strategists, we won’t opine on who won. Major events, however, have investment consequences. The incontrovertible winners, on […]
As power shortfalls loom, Trump’s permitting blockade risks 92 GW of clean energy
More than $121 billion worth of early-stage renewable energy projects are at risk of getting caught up in the Interior Department’s permitting blockade, according to a Wood Mackenzie analysis. That total represents […]
The Grid, Not Just Generation, Has Become the Central Climate Story
For much of the past decade, the climate and energy debate has been fixated on how electricity is generated: which technologies are cheapest on paper, how renewables can scale fastest, which breakthrough […]
EU Industry Splits Over Emissions Trading Scheme Overhaul
European companies are concerned – in various ways – about the upcoming revamping of the EU’s emissions trading scheme (ETS), the key instrument the bloc has been implementing since 2005 to curb […]
Swimming Against The Anti-EV Tide, BMW Will Build Electric Cars In The US
BMW this week officially introduced its revitalized factory in Spartanburg, South Carolina where it will manufacture the new X5. The post Swimming Against The Anti-EV Tide, BMW Will Build Electric Cars In […]
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