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White House Nuclear Energy Push Meets Uncertain Market
The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the…
1 year, 2 months ago
Burnt by the Boom: Solar’s Growing Pains
Solar module prices have been cratering in recent years, dragged down by global oversupply. Yet while this glut of photovoltaics has hammered manufac…
1 year, 2 months ago
How Big Oil Is Investing in the Energy Transition
The oil and gas sector invested $33.4 billion in the energy transition last year. Yet while this figure suggests that decarbonization is a serious co…
1 year, 2 months ago
Getting Decarbonization Megaprojects Off the Ground
Europe is making quick work of executing large industrial decarbonization infrastructure projects. The continent now boasts large-scale facilities fo…
1 year, 3 months ago
Weathering the Storm: Climate Risk Stress Tests
Extreme weather has always meant extreme risks for businesses and investors. Yet climate change has varied the calculus, and many businesses are faci…
1 year, 3 months ago
CORSIA’s Flight Plan for Credible Carbon Markets
A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsett…
1 year, 3 months ago
Silicon States: US Data Center Expansion in the AI Era
The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035…
1 year, 3 months ago
Powering Ahead: The Future of US Renewable Investment
Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well posi…
1 year, 3 months ago
Trump’s First 100 Days: Tariffs, Turmoil and Policy
One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump p…
1 year, 4 months ago
Crude Reality: Oil Demand Growth Falls After Tariffs
Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff announcements, U…
1 year, 4 months ago