A resurgent nuclear industry cannot succeed unless the U.S. invests in the entire nuclear fuel cycle—from uranium mining to long‑term waste storage. Without strengthening this industrial backbone, nuclear power’s potential may remain […]
How America’s Power Regions Chose Their Futures and How That Has Played Out
On April 24, 1996, the Federal Energy Regulatory Commission (FERC) issued Order 888, requiring all public utilities owning or operating interstate transmission facilities to file open-access The post How America’s Power Regions […]
The hidden capacity in field crews
Energy demand is rising, assets are aging, and hiring constraints are slowing critical infrastructure work 1. With retirements outpacing new entrants, less tenured crews are stepping into complex field roles, and every hour […]
Shipping Costs Surge as Insurers Drop War Risk Protection in Gulf
The world’s biggest maritime insurers and insurers’ clubs are ending war risk coverage for vessels transiting the Persian Gulf and the Strait of Hormuz, following the escalation of the conflict in Iran. […]
Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
The largest provider of residential solar and battery subscriptions in the U.S. saw a year-over-year decline in subscriber additions and installation volumes in the fourth quarter of 2025. In an earnings report […]
China’s Renewable Boom Masks a Quiet Coal-to-Liquids Expansion
China’s power sector is undergoing a visible transformation. Electricity demand rose by 5% between 2024 and 2025, reaching 10,368 TWh, yet coal-fired generation declined by 113 TWh to 6,294 TWh in a […]
How Many Hormuz Warnings Does Europe Need?
The Strait of Hormuz is back in the headlines. Again. Roughly a fifth of globally traded oil passes through that narrow maritime corridor between Oman and Iran. And once more, geopolitical tensions […]
U.S. LNG Feedgas Demand Robust as Golden Pass Takes Significant Feedgas
U.S. LNG feedgas demand remained strong last week, with all operational terminals at or above full contracted utilization and Golden Pass has begun taking meaningful feedgas volumes for the first time. […]
The grid needs flexibility households can live with
Electricity bills are climbing. Extreme weather is also pushing the grid harder during a small number of peak hours, when costs spike and capacity is tight. In those moments, typical demand response […]
Fuel Supply Gap Could Hold Back U.S. Nuclear Energy Renaissance
Soaring demand for power generation, the U.S. goal of quadrupling nuclear electricity generation by 2050, and a looming ban on Russian nuclear fuel imports could create a bottleneck in the nuclear fuel […]