Rising public opposition to data centers led Texas to issue a moratorium on new data center grid connections. Today, we review the directive, how it might change with the state soon to […]
Long Time – As Brownfield Options for Gas Storage Run Out, Greenfield Ones Will Come to the Fore
The Gulf Coast will require vast amounts of incremental natural gas storage space over the next few years. As brownfield expansion opportunities run out, LNG export terminals and other facilities that need […]
The Senate Permitting Bill: Don’t Fall Into the EPRA Trap
The Bipartisan American Affordability and Jobs Act is a grand bargain rooted in national security—passing it now is the right approach to address energy costs. By Devon Lammert, Associate, SAFE’s Government Relations […]
Global Diesel Crunch Set to Last Well Into 2027
While crude oil imports in Asia have reached pre-war levels, imports of refined products remain weak as gasoline and diesel imports from the Middle East have crashed amid reduced refining capacity. Asia’s […]
Pentagon Eyes Unprecedented 75-Year Deal to End China’s Rare Earth Stranglehold
The U.S. Army wants first dibs on American-produced heavy rare earths, and REalloys (NASDAQ: ALOY) has just signed a landmark nonbinding term sheet that could put it at the top of the […]
A VC-backed path to commercial nuclear power
A decade ago, founding a nuclear startup seemed impossible. Aside from general public concern around nuclear, meaningful progress in the space required billions of dollars. Oklo co-founder and COO Caroline DeWitte helped […]
Polar Vortex Puts Europe’s Gas Reserves at Risk
The European Center for Medium-Range Weather Forecasts shows signs of an early disruption of the Arctic polar vortex that could send cold air into Northwest Europe as the energy-stricken continent faces a […]
Chart of the day: Batteries in the ‘burbs are starting to compete with utility-scale storage
CER data has been used to rank nearly 2,500 postcodes across Australia for home battery capacity added through the federal rebate. Some suburbs are punching well above their weight. The post Chart […]
The global geopolitics of nuclear fuel
This fall, uranium prices set a record high — $96.50 per pound. But even though the radioactive metal is critical to the nuclear power buildout, rising prices haven’t triggered panic among uranium […]
Batteries Are Taking the Gas Peaker’s Best Hours
Gas peakers have always had one decisive economic advantage: they were relatively cheap to build. A peaking plant could sit idle for most of the year, then start when demand and electricity […]
