Archive
Archive
Research and news more than twelve months old, by year. Current work is in Research and News.
2025
- Google Pays to Bring Iowa's Only Nuclear Plant Back From Retirement
- Google Pays to Bring Iowa's Only Nuclear Plant Back From Retirement
- Congo's Cobalt Quotas Turn a Price Shock Into a Policy. The Risk Is Pushing Buyers to Substitute
- Congo's Cobalt Quotas Turn a Price Shock Into a Policy. The Risk Is Pushing Buyers to Substitute
- Brazil's Amazon Mouth Drilling Licence Is a Bet on Oil Rents to Fund the Transition. The Bet Needs Conditions
- Brazil's Amazon Mouth Drilling Licence Is a Bet on Oil Rents to Fund the Transition. The Bet Needs Conditions
- Amazon and Google Are Paying for Nuclear Plants Years Before They Exist
- Amazon and Google Are Paying for Nuclear Plants Years Before They Exist
- India's First Binding Emission Targets: An Intensity Market Built for Exporters as Much as for the Climate
- India's First Binding Emission Targets: An Intensity Market Built for Exporters as Much as for the Climate
- The Transformer Gap: U.S. Grid Faces a 30% Shortfall as Data Centers Pile On
- The Transformer Gap: U.S. Grid Faces a 30% Shortfall as Data Centers Pile On
- Nvidia Rewires the Data Center for 1 MW Racks
- Nvidia Rewires the Data Center for 1 MW Racks
- Distributed Energy in IGCEP: Planning for the Solar the DISCOs Already Host
- Distributed Energy in IGCEP: Planning for the Solar the DISCOs Already Host
- The Iberian Blackout Report Points to Voltage Control, Not Renewables as Such. Grid Rules Must Catch Up
- The Iberian Blackout Report Points to Voltage Control, Not Renewables as Such. Grid Rules Must Catch Up
- Oil balances into late 2025: non-OPEC supply, China plateau, OPEC+ glide path
- Oil balances into late 2025: non-OPEC supply, China plateau, OPEC+ glide path
- Co-Located Large Loads: Tariff Design Before the Next Data-Centre Wave
- Co-Located Large Loads: Tariff Design Before the Next Data-Centre Wave
- Pakistan's "Massive Oil Reserves" Are a Diplomatic Asset, Not an Energy Plan
- Pakistan's "Massive Oil Reserves" Are a Diplomatic Asset, Not an Energy Plan
- China's 2035 Pledge: A Modest Headline Built on an Ambitious Capacity Number
- China's 2035 Pledge: A Modest Headline Built on an Ambitious Capacity Number
- The Justice Department Sues Southern California Edison Over the Eaton and Fairview Fires
- The Justice Department Sues Southern California Edison Over the Eaton and Fairview Fires
- $7.3 Billion of PJM's Capacity Bill Traces to Data Centers, Says the Market Monitor
- $7.3 Billion of PJM's Capacity Bill Traces to Data Centers, Says the Market Monitor
- Beijing Sets a Date for Absolute Caps: China's Carbon Market Roadmap Targets Cap-and-Trade by 2030
- Beijing Sets a Date for Absolute Caps: China's Carbon Market Roadmap Targets Cap-and-Trade by 2030
- Texas Data Centers May Use 25 Billion Gallons of Water This Year, and State Planners Cannot Yet Count Them
- Texas Data Centers May Use 25 Billion Gallons of Water This Year, and State Planners Cannot Yet Count Them
- MISO's Fast Track Fills Up With Gas as Load Growth Outruns the Queue
- MISO's Fast Track Fills Up With Gas as Load Growth Outruns the Queue
- Xcel Agrees to Pay $640 Million to Settle Marshall Fire Claims, With About $350 Million From Insurance
- Xcel Agrees to Pay $640 Million to Settle Marshall Fire Claims, With About $350 Million From Insurance
- China's First Absolute Target: Net Emissions 7% to 10% Below Peak by 2035, With 3,600 GW of Wind and Solar
- China's First Absolute Target: Net Emissions 7% to 10% Below Peak by 2035, With 3,600 GW of Wind and Solar
- Pakistan's 2025 Monsoon: 1,006 Deaths, 3 Million Evacuated and a Power Network Under Repair
- Pakistan's 2025 Monsoon: 1,006 Deaths, 3 Million Evacuated and a Power Network Under Repair
- California Adds $18 Billion to Its Wildfire Fund, Split Between Utility Shareholders and Customers
- California Adds $18 Billion to Its Wildfire Fund, Split Between Utility Shareholders and Customers
- Australia's 62 to 70 Per Cent 2035 Target Is Credible Only if the Grid Is Built on Time
- Australia's 62 to 70 Per Cent 2035 Target Is Credible Only if the Grid Is Built on Time
- The Grand Ethiopian Renaissance Dam Is Finished. Ethiopia's Problem Now Is Getting Its Power to People and Markets
- The Grand Ethiopian Renaissance Dam Is Finished. Ethiopia's Problem Now Is Getting Its Power to People and Markets
- Renewables Toward a Quarter of United States Generation: Share Gains and Firm-Capacity Caveats
- Renewables Toward a Quarter of United States Generation: Share Gains and Firm-Capacity Caveats
- Reading FY2025’s Generation Mix: Hydro, Nuclear, and Coal Shares
- Reading FY2025’s Generation Mix: Hydro, Nuclear, and Coal Shares
- European electricity: renewables deliver, flexibility still under-ordered
- European electricity: renewables deliver, flexibility still under-ordered
- Russia's Pivot to Asia Worked for Oil Because Oil Floats. Gas and Coal Are Stuck on Pipes and Rails
- Russia's Pivot to Asia Worked for Oil Because Oil Floats. Gas and Coal Are Stuck on Pipes and Rails
- Pakistan's EV Levy Funds the Right Vehicles. Two-Wheelers, Not Cars, Are Where the Oil Bill Is Won
- Pakistan's EV Levy Funds the Right Vehicles. Two-Wheelers, Not Cars, Are Where the Oil Bill Is Won
- Africa's Solar Import Surge Is Happening Behind the Meter, and Utilities Are Not Ready for It
- Africa's Solar Import Surge Is Happening Behind the Meter, and Utilities Are Not Ready for It
- India's Summer Peak Stops at About 242 GW as Early Rains Cut Cooling Demand
- India's Summer Peak Stops at About 242 GW as Early Rains Cut Cooling Demand
- Louisiana Approves 2.26 GW of New Gas Plants for Meta's Hyperion
- Louisiana Approves 2.26 GW of New Gas Plants for Meta's Hyperion
- Google Puts a Number on a Gemini Query: 0.24 Watt-Hours
- Google Puts a Number on a Gemini Query: 0.24 Watt-Hours
- IGCEP 2025-35: Revising the Plan While Demand Shifts under Solar
- IGCEP 2025-35: Revising the Plan While Demand Shifts under Solar
- Google, Kairos and TVA Write the First Utility Contract for Gen IV Nuclear
- Google, Kairos and TVA Write the First Utility Contract for Gen IV Nuclear
- The Transmission Investment Gap as United States Load Growth Reappears
- The Transmission Investment Gap as United States Load Growth Reappears
- Middle East supply, spare capacity, and the cost of defending price
- Middle East supply, spare capacity, and the cost of defending price
- Japan Plans to Move Its Data Centres to Where the Clean Power Is
- Japan Plans to Move Its Data Centres to Where the Clean Power Is
- Five Countries Hold 71 Per Cent of the World's Nuclear Capacity. The Next Decade Will Be Decided by Two of Them
- Five Countries Hold 71 Per Cent of the World's Nuclear Capacity. The Next Decade Will Be Decided by Two of Them
- Los Angeles Fires Made Up Half of a $80 Billion First Half for Insured Catastrophe Losses
- Los Angeles Fires Made Up Half of a $80 Billion First Half for Insured Catastrophe Losses
- EPA Proposes Rescinding the 2009 Endangerment Finding. Power and Oil Markets Feel It Through Vehicles First
- EPA Proposes Rescinding the 2009 Endangerment Finding. Power and Oil Markets Feel It Through Vehicles First
- The Yarlung Tsangpo Cascade: China's 1.2 Trillion Yuan Bet on Firm Clean Power
- The Yarlung Tsangpo Cascade: China's 1.2 Trillion Yuan Bet on Firm Clean Power
- The ICJ Says Failing to Act on Climate Can Be a Wrongful Act, and Names Fossil Fuel Licensing and Subsidies
- The ICJ Says Failing to Act on Climate Can Be a Wrongful Act, and Names Fossil Fuel Licensing and Subsidies
- The Prime Minister’s Third Pause on Net-Metering Revision
- The Prime Minister’s Third Pause on Net-Metering Revision
- The One Big Beautiful Bill Act Puts Wind and Solar on a Two-Year Clock
- The One Big Beautiful Bill Act Puts Wind and Solar on a Two-Year Clock
- Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data Centers
- Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data Centers
- Half the Fleet, a Fifth of the Energy: India's 50 Per Cent Non-Fossil Milestone in Perspective
- Half the Fleet, a Fifth of the Energy: India's 50 Per Cent Non-Fossil Milestone in Perspective
- Amazon's Emissions Rose 6% in 2024 to 68.25 Million Tons as Data Center Construction Picked Up
- Amazon's Emissions Rose 6% in 2024 to 68.25 Million Tons as Data Center Construction Picked Up
- PJM Hit 162,401 MW in the June Heat Wave, Its Highest Peak in 14 Years, as Prices Spiked Past $1,300/MWh
- PJM Hit 162,401 MW in the June Heat Wave, Its Highest Peak in 14 Years, as Prices Spiked Past $1,300/MWh
- Shipping chokepoints after eighteen months of Red Sea diversion
- Shipping chokepoints after eighteen months of Red Sea diversion
- Pay for 85% Whether You Use It or Not: Ohio's Data Center Tariff Becomes the National Template
- Pay for 85% Whether You Use It or Not: Ohio's Data Center Tariff Becomes the National Template
- One Year After the ADVANCE Act: SMRs, Licensing Milestones and Grid Reality
- One Year After the ADVANCE Act: SMRs, Licensing Milestones and Grid Reality
- Britain Rejects Zonal Pricing. Reformed National Pricing Now Has to Do the Work Zones Would Have Done
- Britain Rejects Zonal Pricing. Reformed National Pricing Now Has to Do the Work Zones Would Have Done
- River Heat Shuts Beznau and Golfech: Europe's Early-July Heatwave Tests Nuclear Cooling Limits
- River Heat Shuts Beznau and Golfech: Europe's Early-July Heatwave Tests Nuclear Cooling Limits
- Pakistan's Climate Support Levy Is Small, Regressive in Form and Still Worth Keeping
- Pakistan's Climate Support Levy Is Small, Regressive in Form and Still Worth Keeping
- xAI's Memphis Permit Shows What Happens When Compute Outruns the Grid
- xAI's Memphis Permit Shows What Happens When Compute Outruns the Grid
- MethaneSAT Goes Silent After a Year in Orbit, Removing One of the Few Tools Built to Measure Basin-Wide Methane
- MethaneSAT Goes Silent After a Year in Orbit, Removing One of the Few Tools Built to Measure Basin-Wide Methane
- Brussels Proposes a 90% Cut by 2040, With International Credits Allowed for the First Time
- Brussels Proposes a 90% Cut by 2040, With International Credits Allowed for the First Time
- Google's Data Centers Used 30.8 TWh in 2024. Electricity Rose 27% While Data Center Emissions Fell 12%
- Google's Data Centers Used 30.8 TWh in 2024. Electricity Rose 27% While Data Center Emissions Fell 12%
- 93 GW in a Month: What China's Pre-Deadline Solar Rush Says About the Second Half
- 93 GW in a Month: What China's Pre-Deadline Solar Rush Says About the Second Half
- Local Coal versus Imported Coal on the Merit Order
- Local Coal versus Imported Coal on the Merit Order
- ERCOT Load Growth, Data Centres and the Texas Reliability Problem Set
- ERCOT Load Growth, Data Centres and the Texas Reliability Problem Set
- Coal trade after the 2024 record: Asia still rules the seaborne market
- Coal trade after the 2024 record: Asia still rules the seaborne market
- Talen and Amazon Move the Data Center to the Front of the Meter, and Sidestep FERC
- Talen and Amazon Move the Data Center to the Front of the Meter, and Sidestep FERC
- Meta Takes Over Where Illinois Ratepayers Left Off at the Clinton Nuclear Plant
- Meta Takes Over Where Illinois Ratepayers Left Off at the Clinton Nuclear Plant
- Ireland's Data Centres Now Use 22 Per Cent of Its Electricity, More Than Every Urban Home Combined
- Ireland's Data Centres Now Use 22 Per Cent of Its Electricity, More Than Every Urban Home Combined
- Carbon Pricing Raised Just Over $100 Billion in 2024 and Now Covers 28% of Global Emissions
- Carbon Pricing Raised Just Over $100 Billion in 2024 and Now Covers 28% of Global Emissions
- Microsoft's Emissions Are 23.4% Above Its 2020 Baseline at the Halfway Point to Carbon Negative
- Microsoft's Emissions Are 23.4% Above Its 2020 Baseline at the Halfway Point to Carbon Negative
- Four Nuclear Orders Aim at 400 GW and Put AI Data Centers on Federal Land
- Four Nuclear Orders Aim at 400 GW and Put AI Data Centers on Federal Land
- Tariffs Have Made a Weak Oil Demand Outlook Weaker. A Third Straight Year Below 1 Million Barrels Is Now the Base Case
- Tariffs Have Made a Weak Oil Demand Outlook Weaker. A Third Straight Year Below 1 Million Barrels Is Now the Base Case
- The IMF Adds a $1.4 Billion Climate Resilience Arrangement to Pakistan's Programme, With Water Pricing and Disaster Finance at the Core
- The IMF Adds a $1.4 Billion Climate Resilience Arrangement to Pakistan's Programme, With Water Pricing and Disaster Finance at the Core
- Energy Methane Stays Above 120 Million Tonnes. The IEA Says Fixing It Could Have Freed 100 bcm of Gas in 2024
- Energy Methane Stays Above 120 Million Tonnes. The IEA Says Fixing It Could Have Freed 100 bcm of Gas in 2024
- PJM's Fast Track Picks 51 Projects, and Gas Takes Most of the 9,361 MW
- PJM's Fast Track Picks 51 Projects, and Gas Takes Most of the 9,361 MW
- Insured Catastrophe Losses Reached $137 Billion in 2024, and Swiss Re Sees $145 Billion as the Trend for 2025
- Insured Catastrophe Losses Reached $137 Billion in 2024, and Swiss Re Sees $145 Billion as the Trend for 2025
- Greater Tortue's First Cargo Makes Senegal and Mauritania LNG Exporters. The Domestic Gas Promise Is the Real Test
- Greater Tortue's First Cargo Makes Senegal and Mauritania LNG Exporters. The Domestic Gas Promise Is the Real Test
- Europe Wants to Triple Its Data Centres. Its Grids Have Not Been Asked Yet
- Europe Wants to Triple Its Data Centres. Its Grids Have Not Been Asked Yet
- Data Centres Emit About 180 Million Tonnes a Year Through Their Power Use, the IEA Says. That Is 0.5% of the Total and One of the Few Rising Lines
- Data Centres Emit About 180 Million Tonnes a Year Through Their Power Use, the IEA Says. That Is 0.5% of the Total and One of the Few Rising Lines
- A Japan-Sized Load by 2030: The IEA Puts Numbers on AI's Power Appetite
- A Japan-Sized Load by 2030: The IEA Puts Numbers on AI's Power Appetite
- ERCOT's 218 GW Forecast Is Mostly Data Centers on Paper, So It Wrote a Discount
- ERCOT's 218 GW Forecast Is Mostly Data Centers on Paper, So It Wrote a Discount
- One Billion Tonnes: India's Coal Milestone Is a Security Achievement and a Planning Warning
- One Billion Tonnes: India's Coal Milestone Is a Security Achievement and a Planning Warning
- EU Carbon Market Emissions Fell 5% in 2024. Power Did Almost All the Work
- EU Carbon Market Emissions Fell 5% in 2024. Power Did Almost All the Work
- Global Energy Review 2025: Electricity Pulled Every Fuel Up in 2024. Heat, Not Data Centres, Was the Surprise
- Global Energy Review 2025: Electricity Pulled Every Fuel Up in 2024. Heat, Not Data Centres, Was the Surprise
- China's Carbon Market Adds Steel, Cement and Aluminium: 1,500 Firms and About 3 Billion Tonnes Join the Power Sector
- China's Carbon Market Adds Steel, Cement and Aluminium: 1,500 Firms and About 3 Billion Tonnes Join the Power Sector
- The US Leaves the Just Energy Transition Partnerships. South Africa's Pledge Pool Falls From $13.8 Billion to $12.8 Billion
- The US Leaves the Just Energy Transition Partnerships. South Africa's Pledge Pool Falls From $13.8 Billion to $12.8 Billion
- WMO Confirms 2024 at About 1.55°C Above Pre-Industrial. For Power Systems, the Record Shows Up in Cooling Load
- WMO Confirms 2024 at About 1.55°C Above Pre-Industrial. For Power Systems, the Record Shows Up in Cooling Load
- Stargate's First Campus Is a 1.2 GW Bet on West Texas Power
- Stargate's First Campus Is a 1.2 GW Bet on West Texas Power
- Congress Voids the EPA's Methane Fee Rule. The Charge Stays in Statute, but It Has No Working Rule
- Congress Voids the EPA's Methane Fee Rule. The Charge Stays in Statute, but It Has No Working Rule
- Kariba Gets More Water for 2025, but Zambia's Power Supply Still Hangs on One Lake
- Kariba Gets More Water for 2025, but Zambia's Power Supply Still Hangs on One Lake
- Brussels' Affordable Energy Plan Targets the Right Parts of the Bill. Delivery Sits With Member States
- Brussels' Affordable Energy Plan Targets the Right Parts of the Bill. Delivery Sits With Member States
- Brussels Narrows CBAM to the Big Importers: A 50-Tonne Threshold Removes 90% of Filers and Keeps 99% of Emissions
- Brussels Narrows CBAM to the Big Importers: A 50-Tonne Threshold Removes 90% of Filers and Keeps 99% of Emissions
- Britain's AI Growth Zones Are a Grid Connection Policy in Disguise
- Britain's AI Growth Zones Are a Grid Connection Policy in Disguise
- Japan's Seventh Energy Plan Bets on Renewables and Nuclear Together. Its Weak Spot Is the Thermal Bridge
- Japan's Seventh Energy Plan Bets on Renewables and Nuclear Together. Its Weak Spot Is the Thermal Bridge
- Document 136 Ends China's Fixed-Price Era for Wind and Solar
- Document 136 Ends China's Fixed-Price Era for Wind and Solar
- 76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest Megawatt
- 76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest Megawatt
- Thirteen of 195: The 2035 Climate Target Deadline Passes With Most Large Emitters Yet to File
- Thirteen of 195: The 2035 Climate Target Deadline Passes With Most Large Emitters Yet to File
- Mission 300 Has the Money and the Declaration. Its Weak Point Is the Utilities That Must Deliver It
- Mission 300 Has the Money and the Declaration. Its Weak Point Is the Utilities That Must Deliver It
- China's LNG Recovery Stalls Short of the Record as Pipelines and Power Change the Gas Equation
- China's LNG Recovery Stalls Short of the Record as Pipelines and Power Change the Gas Equation
- CenterPoint's $5.75 Billion Resiliency Filing Puts a Price on Houston's Hurricane Exposure
- CenterPoint's $5.75 Billion Resiliency Filing Puts a Price on Houston's Hurricane Exposure
- DeepSeek Wipes Out a Year of AI Power Gains in a Day
- DeepSeek Wipes Out a Year of AI Power Gains in a Day
- Brent's Narrowest Year in Two Decades Was a Standoff Between OPEC+ Restraint and American Barrels
- Brent's Narrowest Year in Two Decades Was a Standoff Between OPEC+ Restraint and American Barrels
- The US Starts the Clock on Leaving Paris Again: What Executive Order 14162 Changes for Energy Markets
- The US Starts the Clock on Leaving Paris Again: What Executive Order 14162 Changes for Energy Markets
- From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power Debate
- From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power Debate
- Treasury's Final 45Y and 48E Rules Bring Clarity to Clean Power Credits Just as Their Political Future Darkens
- Treasury's Final 45Y and 48E Rules Bring Clarity to Clean Power Credits Just as Their Political Future Darkens
- South Africa's Electricity Market Law Is Now in Force. The Hard Part Is the Grid and the Code
- South Africa's Electricity Market Law Is Now in Force. The Hard Part Is the Grid and the Code
- Constellation Buys Calpine and Bets That Data Centers Will Need Gas Too
- Constellation Buys Calpine and Bets That Data Centers Will Need Gas Too
- Argentina Has Stopped Needing Winter LNG Cargoes. Becoming an LNG Exporter Is a Harder, Slower Step
- Argentina Has Stopped Needing Winter LNG Cargoes. Becoming an LNG Exporter Is a Harder, Slower Step
2024
- The December Dunkelflaute Price Spike Is a Warning About Flexibility, Not a Case Against Interconnection
- The December Dunkelflaute Price Spike Is a Warning About Flexibility, Not a Case Against Interconnection
- California Wants Refiners to Hold More Inventory Just as One Prepares to Leave. That Is the Fuel Market's Real Problem
- California Wants Refiners to Hold More Inventory Just as One Prepares to Leave. That Is the Fuel Market's Real Problem
- United States LNG in 2024: Still the World Leader, Flat Volumes, Shifting Destinations
- United States LNG in 2024: Still the World Leader, Flat Volumes, Shifting Destinations
- OPEC+ delays the unwind to April 2025 and stretches cuts toward 2026
- OPEC+ delays the unwind to April 2025 and stretches cuts toward 2026
- Renegotiating IPPs: Compensation, Take-and-Pay, and the Credibility Test
- Renegotiating IPPs: Compensation, Take-and-Pay, and the Credibility Test
- The US Enters Winter With the Most Gas in Storage Since 2016. The Cushion Was Built by Producers Saying No
- The US Enters Winter With the Most Gas in Storage Since 2016. The Cushion Was Built by Producers Saying No
- Baku's USD 300 Billion Goal Will Not Move Energy Investment in Developing Countries on Its Own
- Baku's USD 300 Billion Goal Will Not Move Energy Investment in Developing Countries on Its Own
- China's Road Fuel Demand Has Turned Down Early. Petrochemicals, Not Cars and Trucks, Now Carry Its Oil Growth
- China's Road Fuel Demand Has Turned Down Early. Petrochemicals, Not Cars and Trucks, Now Carry Its Oil Growth
- India Passes 200 GW of Renewables: Halfway to 2030 in Capacity, Much Less in Delivery
- India Passes 200 GW of Renewables: Halfway to 2030 in Capacity, Much Less in Delivery
- Existing Nuclear Licence Renewals and Why the Operating Fleet Still Anchors Firm Supply
- Existing Nuclear Licence Renewals and Why the Operating Fleet Still Anchors Firm Supply
- China's First Energy Law: A Framework Statute With Sharper Edges Than It First Appears
- China's First Energy Law: A Framework Statute With Sharper Edges Than It First Appears
- LNG's Atlantic-Pacific rebalancing: Europe steps back, Asia steps in during 2024
- LNG's Atlantic-Pacific rebalancing: Europe steps back, Asia steps in during 2024
- Helene and Milton Showed Florida's Fuel System Is a Port System. Prices Held, Pumps Ran Dry
- Helene and Milton Showed Florida's Fuel System Is a Port System. Prices Held, Pumps Ran Dry
- Mexico Now Exports LNG Made From Texas Gas. That Makes It a Second Gate for US Supply, Not a New Producer
- Mexico Now Exports LNG Made From Texas Gas. That Makes It a Second Gate for US Supply, Not a New Producer
- WEO 2024: A Buyers' Market for Fuels Is Coming. Importers Should Use It Wisely
- WEO 2024: A Buyers' Market for Fuels Is Coming. Importers Should Use It Wisely
- Three Mile Island, Susquehanna and 26,500 MW of Texas Requests: Data Centers Are Shopping for Firm Power Before the Grid Can Plan for Them
- Three Mile Island, Susquehanna and 26,500 MW of Texas Requests: Data Centers Are Shopping for Firm Power Before the Grid Can Plan for Them
- Refining's Golden Years Are Over. September's Margin Slump Shows New Capacity Meeting Flat Fuel Demand
- Refining's Golden Years Are Over. September's Margin Slump Shows New Capacity Meeting Flat Fuel Demand
- Thar Mine Expansion Meets Circular Debt: The Phase-III Financing Bind
- Thar Mine Expansion Meets Circular Debt: The Phase-III Financing Bind
- PJM Capacity and Reliability under Rising Large-Load Pressure
- PJM Capacity and Reliability under Rising Large-Load Pressure
- Bab el-Mandeb halved: EIA's reading of Red Sea oil flows through August 2024
- Bab el-Mandeb halved: EIA's reading of Red Sea oil flows through August 2024
- China Is Drilling Deeper to Hold Its Import Share Down. Shale Will Not Free It From LNG
- China Is Drilling Deeper to Hold Its Import Share Down. Shale Will Not Free It From LNG
- Jhimpir-Gharo Wind: Megawatts Without Wires Become NPMV Invoices
- Jhimpir-Gharo Wind: Megawatts Without Wires Become NPMV Invoices
- The EFF’s Energy Conditions: Prices, Costs, and Private Participation
- The EFF’s Energy Conditions: Prices, Costs, and Private Participation
- Hydrogen-Ready Gas Turbines Are an Option, Not a Plan. The US Hydrogen Market Is Still a Refinery Market
- Hydrogen-Ready Gas Turbines Are an Option, Not a Plan. The US Hydrogen Market Is Still a Refinery Market
- Dangote's First Petrol Exposes the Price Nigeria Has Not Yet Agreed On
- Dangote's First Petrol Exposes the Price Nigeria Has Not Yet Agreed On
- Utility-Scale Solar after Quaid-e-Azam: Parks, Pipelines, and Empty Auctions
- Utility-Scale Solar after Quaid-e-Azam: Parks, Pipelines, and Empty Auctions
- European power in 2024: renewables climb, wholesale prices ease, flexibility lags
- European power in 2024: renewables climb, wholesale prices ease, flexibility lags
- Draghi's Energy Diagnosis Is Right. His Cure Depends on Contracts, Grids and Gas Buying Power
- Draghi's Energy Diagnosis Is Right. His Cure Depends on Contracts, Grids and Gas Buying Power
- Cluster Studies Take Hold: What Order No. 2023 Means on the Ground in Late 2024
- Cluster Studies Take Hold: What Order No. 2023 Means on the Ground in Late 2024
- US Power Prices Kept Pace With Inflation for a Decade. The Next Decade's Bill Is Being Written in Rate Cases
- US Power Prices Kept Pace With Inflation for a Decade. The Next Decade's Bill Is Being Written in Rate Cases
- OPEC+ delays the unwind: two more months of voluntary cuts and the compliance test
- OPEC+ delays the unwind: two more months of voluntary cuts and the compliance test
- Britain's Record Renewables Auction Rescues Offshore Wind by Accepting Higher Prices. That Was the Right Call
- Britain's Record Renewables Auction Rescues Offshore Wind by Accepting Higher Prices. That Was the Right Call
- Argentina's RIGI Offers Investors Thirty Years of Stability. Vaca Muerta Exports Are the Real Target
- Argentina's RIGI Offers Investors Thirty Years of Stability. Vaca Muerta Exports Are the Real Target
- Wind and Solar Overtake Coal Capacity in China: A Milestone That Changes the Dispatch Debate
- Wind and Solar Overtake Coal Capacity in China: A Milestone That Changes the Dispatch Debate
- Trans Mountain Gives Canadian Oil a Pacific Door. The Bill and the Buyers Will Decide Whether It Was Worth It
- Trans Mountain Gives Canadian Oil a Pacific Door. The Bill and the Buyers Will Decide Whether It Was Worth It
- Rooftop Solar’s Boom Is a Grid Pricing Problem in Disguise
- Rooftop Solar’s Boom Is a Grid Pricing Problem in Disguise
- Solar Took 59% of New US Capacity in the First Half. Coal Is Still the Fuel Plants Are Stockpiling
- Solar Took 59% of New US Capacity in the First Half. Coal Is Still the Fuel Plants Are Stockpiling
- Middle East supply security and the Strait of Hormuz in a diverted Red Sea year
- Middle East supply security and the Strait of Hormuz in a diverted Red Sea year
- Henry Hub, LNG Feedgas and the Contest for United States Molecules
- Henry Hub, LNG Feedgas and the Contest for United States Molecules
- Coal-to-Gas Replacements and the Economics Behind United States Steam Retirements
- Coal-to-Gas Replacements and the Economics Behind United States Steam Retirements
- A March Price Below $1.50 and a July Burn Record: The US Gas Market Is Pricing a Surplus That Power Demand Is Eating
- A March Price Below $1.50 and a July Burn Record: The US Gas Market Is Pricing a Surplus That Power Demand Is Eating
- July 2024 Tariff Rebasing and the Limits of Price-Only Reform
- July 2024 Tariff Rebasing and the Limits of Price-Only Reform
- Vietnam's Direct Power Purchase Decree Opens the Door to Corporate Buyers. EVN's Grid Still Holds the Key
- Vietnam's Direct Power Purchase Decree Opens the Door to Corporate Buyers. EVN's Grid Still Holds the Key
- The ADVANCE Act Becomes Law: Nuclear Licensing Reform Without Magical Thinking
- The ADVANCE Act Becomes Law: Nuclear Licensing Reform Without Magical Thinking
- Asia-Pacific coal trade: records, swing suppliers, and the slow bend in the curve
- Asia-Pacific coal trade: records, swing suppliers, and the slow bend in the curve
- US Offshore Wind Has Shrunk to What Can Be Financed. The Rebid Contracts Are the Real Test
- US Offshore Wind Has Shrunk to What Can Be Financed. The Rebid Contracts Are the Real Test
- South Africa's 100 Days Without Load-Shedding Are a Maintenance Dividend, Not Yet a Secure System
- South Africa's 100 Days Without Load-Shedding Are a Maintenance Dividend, Not Yet a Secure System
- The Panama Canal Is Reopening Its Slots. The Drought Has Already Rewired American Gas Liquids Trade
- The Panama Canal Is Reopening Its Slots. The Drought Has Already Rewired American Gas Liquids Trade
- The Midwest Is Throwing Away Wind Because It Cannot Move It. That Is a Transmission Bill, Not a Wind Problem
- The Midwest Is Throwing Away Wind Because It Cannot Move It. That Is a Transmission Bill, Not a Wind Problem
- India's Offshore Wind Subsidy Buys One Gigawatt and a Price Signal, Not Yet a Market
- India's Offshore Wind Subsidy Buys One Gigawatt and a Price Signal, Not Yet a Market
- Europe's Electricity Market Reform Keeps Marginal Pricing and Bets on Contracts. That Is the Right Trade
- Europe's Electricity Market Reform Keeps Marginal Pricing and Bets on Contracts. That Is the Right Trade
- Mountain Valley Finally Flows. Appalachia's Real Constraint Was Never the Rock
- Mountain Valley Finally Flows. Appalachia's Real Constraint Was Never the Rock
- India's 250 GW Peak: The Evening Hour Is Now the Binding Constraint
- India's 250 GW Peak: The Evening Hour Is Now the Binding Constraint
- One Month Down: Reading China's March 2024 Emissions Fall Without Overreaching
- One Month Down: Reading China's March 2024 Emissions Fall Without Overreaching
- Guyana Is Adding Oil Faster Than Almost Anyone Outside OPEC. Its Biggest Risk Is a Boardroom, Not a Reservoir
- Guyana Is Adding Oil Faster Than Almost Anyone Outside OPEC. Its Biggest Risk Is a Boardroom, Not a Reservoir
- Russian Diesel Found New Buyers Within a Year. The Product Price Cap Changed the Route, Not the Volume
- Russian Diesel Found New Buyers Within a Year. The Product Price Cap Changed the Route, Not the Volume
- Wind and Water Both Fell Short in 2023. US Planning Still Treats Renewable Output as an Average
- Wind and Water Both Fell Short in 2023. US Planning Still Treats Renewable Output as an Average
- Vogtle Is Finished. The Lessons for the Next US Reactor Are About Cost, Not Technology
- Vogtle Is Finished. The Lessons for the Next US Reactor Are About Cost, Not Technology
- The Eclipse Was ERCOT's Easiest Solar Test. The Hard Version Comes Every Evening
- The Eclipse Was ERCOT's Easiest Solar Test. The Hard Version Comes Every Evening
- China's Record Crude Imports Were a Refining Story. The Sanctioned Barrels Inside Them Are a Policy Story
- China's Record Crude Imports Were a Refining Story. The Sanctioned Barrels Inside Them Are a Policy Story
- Nigeria's Band A Tariff Reset Moves Subsidy Off the Budget but Puts Service Quality on Trial
- Nigeria's Band A Tariff Reset Moves Subsidy Off the Budget but Puts Service Quality on Trial
- The Key Bridge Collapse Shows How Much US Coal Now Depends on Export Docks
- The Key Bridge Collapse Shows How Much US Coal Now Depends on Export Docks
- Record US Crude Output With Fewer Rigs Is a Productivity Story. The Merger Wave Decides How Long It Lasts
- Record US Crude Output With Fewer Rigs Is a Productivity Story. The Merger Wave Decides How Long It Lasts
- The 80 Kilometre Pipeline: Pakistan's Iran Gas Gambit Is About Penalties, Not Gas
- The 80 Kilometre Pipeline: Pakistan's Iran Gas Gambit Is About Penalties, Not Gas
- PM Surya Ghar: India's Rooftop Bet Moves the Solar Problem From Land to Distribution Companies
- PM Surya Ghar: India's Rooftop Bet Moves the Solar Problem From Land to Distribution Companies
- A Record Build Year Meets the Slowest Retirement Year Since 2008. The US Is Adding Capacity Faster Than It Can Use It Well
- A Record Build Year Meets the Slowest Retirement Year Since 2008. The US Is Adding Capacity Faster Than It Can Use It Well
- Japan's Slow Nuclear Return Is Already Cutting LNG Demand. The Contract Book Has Not Caught Up
- Japan's Slow Nuclear Return Is Already Cutting LNG Demand. The Contract Book Has Not Caught Up
- Cheap Gas Passed Its Cold Test in January. That Is Not the Same as a Comfortable 2024
- Cheap Gas Passed Its Cold Test in January. That Is Not the Same as a Comfortable 2024
- China's 217 GW Solar Year and the Grid Question It Leaves Behind
- China's 217 GW Solar Year and the Grid Question It Leaves Behind
- Russia's Coal Kept Flowing After the EU Ban. It Now Depends on Four Buyers and a Railway
- Russia's Coal Kept Flowing After the EU Ban. It Now Depends on Four Buyers and a Railway
- Batteries Are About to Double. The US Grid Question Is Whether They Arrive Where Solar Does
- Batteries Are About to Double. The US Grid Question Is Whether They Arrive Where Solar Does