While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners’ head […]
The Diesel Demand Shock Nobody Is Pricing In
The Truck Exception Isn’t as Big as You Think When I recently argued that the internal combustion engine may already have passed its peak, many readers responded with a familiar objection. Cars […]
Clean Energy Investment Hits $2.2 Trillion, Nearly Double Fossil Fuels
Despite historic political headwinds against the global decarbonization effort, clean energy spending continues to see a meteoric rise around the world. The International Energy Agency’s World Energy Investment 2026, published in May […]
Alaska’s Untapped Oil Wealth Is Still Struggling to Find Investors
Alaskan oil and gas production has always been a complicated issue, as energy companies want to tap the region’s vast reserves and environmentalists fear irreparable damage to the vulnerable ecosystem. The Biden […]
90% of Global Businesses Expect to Electrify Operations by 2035
An overwhelming 90% of global businesses expect to electrify their operations by 2035 amid geopolitical instability fueling volatility in fossil fuel supply and prices, a new survey showed on Monday. The polling, […]
The $42 Trillion Oil Opportunity Hiding in Plain Sight
Without ever discovering another barrel, at today’s prices, there is more than $42 trillion in crude oil trapped in existing oilfields, awaiting the deployment of advanced new technology that makes the impossible […]
New Estimates Challenge Assumptions About Lost Gulf Oil Supply
In the immediate aftermath of the U.S. and Israeli strikes on Iran that prompted the latter to shut down the Strait of Hormuz, most reports dealt with numbers—numbers showing the amount of […]
A New Coal Plant in the U.S.? Once Unthinkable, Now a Strong Maybe
A $350 million Department of Energy (DOE) coal-revival program has put $18.5 million toward the TerraSpark Energy Campus, a 1.6-GW greenfield project in West Virginia pairing Babcock & Wilcox (B&W) supercritical boilers […]
Chart of the Day: Farewell King Coal, long live King Solar (and wind and batteries)
In capacity-addition terms, fossil fuels are now just a thin orange strip at the bottom of a very tall green wall. The post Chart of the Day: Farewell King Coal, long live […]
Solar generation in CAISO surpassed natural gas in the first five months of 2026
In the first five months of 2026, utility-scale solar generation surpassed natural gas generation in CAISO. Solar electricity generation in the California Independent System Operator (CAISO) over the first five months of […]
Prometheus Institute 