Driving the Future—Will Electric Vehicles Charge Utility Growth?
Key Takeaways Our recent posts looked at growth in electric vehicles (EV) and their potential impact on global oil demand (2030 demand likely higher...
Infrastructure
Deep Dive: The Math Regulating EV’s Impact on Oil Demand
This deep dive is for readers who want more background to our Insights post on Friday, August 20, 2021, regarding the drivers of electric...
CA Grid Operator Heads to the E.R.—To Borrow the Hospital’s Generator
Key Takeaways A July 30, 2021 State of Emergency Declaration by California Governor Newsom (the “Emergency Declaration”) acknowledges a power reliability crisis which it...
California- A Grudging Nod to Reality on Natural Gas
California has been wrestling with a plan to shore up generating capacity in the wake of the August 2020 rolling blackouts, while sticking to...
Polar Vortex, Texas Style
Key Takeaways: Any large-scale failure of the energy system in the U.S. will result in public policy changes that incentivize more capital spending and...
California Blackouts Underscore the Need for Natural Gas to Facilitate Renewable Push
Key Takeaways: California’s electric grid operator was forced to implement rotating blackouts in August 2020 when a heat wave across the Western US caused...