Dead Battery- Why peak demand requires peaking capacity
U.S. electricity demand is rising for the first time in two decades—driven by electrification, reshoring, and the looming AI data center boom. Planned capacity additions…
The Importance of Grid Reliability
Two executive orders were issued on April 8th concerning grid reliability and the coal industry, emphasizing the executive’s power during emergencies as per the…
Lessons from the Blackout in Spain
The recent blackout in Spain highlighted the vulnerabilities of relying heavily on renewable energy sources, with nearly seventy percent of power coming from wind…
Tariffs and Energy Infrastructure – Made in the U.S. for the U.S.
While tariffs have created significant volatility in the broader market, most energy infrastructure stocks have been relatively calm. In part, this is due to…
Cost & Composition of Power Generation
How is the power industry planning to support future demand? Watch this quick video where Jim Murchie explores the composition of power generation and…
Electric Power Demand
The debate around electricity demand from AI continues to swirl. Watch this quick video where Jim Murchie touches on demand growth.
FAQ Trump 2.0 Energy Implications
Discover the truth behind capital budgets in the oil and gas industry quick video where Jim Murchie explores how decisions are made by company…
Eva Pao – Increasing electricity demand…
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the…
Dorothy Syndrome: There’s No Place like Home
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for…