While financial desks obsess over paper structures and Brent crude briefly flirted with contango, the broader market is missing the forest for the trees. Brent crude’s recent rebound from $71 to $79 […]
The Coming Power War That Will Define the AI Era
Every great economic era has been defined by a fight over a single resource. In the 19th century, it was coal, and the British Empire was built on top of it. In […]
IEA warns of petrol and diesel supply crunch
Refineries in Gulf and Russia hit by impact of wars, while global consumption has remained high via Financial Times – Energy https://ift.tt/QumSJwx
A new crop of energy groups wants to lower your bills, not sell you solar
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 […]