A few years ago, I analyzed the growth of world energy consumption, breaking it down into (a) the growth in energy consumption needed to support the growth in world population, and (b) the growth […]
Kuwait cuts oil production as Strait of Hormuz closure disrupts global energy market
Kuwait said Saturday that it has cut oil production because tankers cannot transit the Persian Gulf due to threats from Iran. The Arab monarchy did not say how many barrels per day […]
Virtual Power Plants Are Key to Unlocking America’s Energy Transition
Interest in Virtual Power Plants (VPPs) is increasing across the United States. A VPP relies on the combined power of various renewable energy projects, such as home or small-scale solar and wind […]
Beyond Reactors: The Full Fuel Cycle Investment Needed for a Nuclear Future
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 […]