Demanding All our Energy – EIP’s Year-End Letter
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in…
The Exxon Electric Company – Spin Baby Spin
Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more…
The Price of Reliability
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown…
Why AI and Renewables Don’t Get Along
Watch this quick video from Jim Murchie, he discusses the recent spike in electricity demand due to AI-related data centers, highlighting a significant change…
Profiting from the Energy Transition
Watch this quick video from Jim Murchie to hear about our view on Profiting from the Energy Transition, dissect the friction between efficiency and…
U.S. Energy Information Administration (EIA) Short-Term Energy Outlook
EIA published their annual Short-Term Energy Outlook in October, check it out!
Energy Hot Buttons for Voters
With less than 3 weeks to go before the 2024 election, energy issues, having become part of the culture war, still affect swing voters’…
Shutdown Economics in the Energy Transition
Watch this quick video from Jim Murchie to hear about our perspective on the friction in the energy transition. The slow pace frustrates many…
‘Three New York Cities’ Worth of Power: AI Is Stressing the Grid
Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list. In many places the nation’s high-voltage electric…