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...
Natural Gas
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...
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’...
Eva Pao – Coal: Part of the Energy Transition
This year, U.S. coal has seen a big boost in domestic and export demand. Unlike LNG which needs liquefaction and re-gas, coal exports have...
Eva Pao – EU Proposal for Taxonomy for Sustainable Activities
EU proposal to add natural gas and nuclear to EU taxonomy for sustainable activities is a critical next step toward easing the strain of...
A Spectator’s View on the Spike in Natural Gas Prices
There’s been a lot of media attention lately on the current global shortage of natural gas and steep price increases that have come with...
Recent events highlight the need for performance-based rate making
Our blog posts tend to cover timely news items and have been cited and used as sources for others. We wanted to highlight some...
Deep Dive: What is Carbon Capture Use & Sequestration (CCUS)
Carbon capture, use, and storage/sequestration (CCUS) is the catch-all term for a variety of methods and technologies that remove CO2 from the flue gas...
Infrastructure Bill – CCUS and the Path to Yes
Key Takeaways: Biden budget proposal would raise tax credits for carbon capture and sequestration (CCUS). Bipartisan efforts on an infrastructure and clean energy bill...
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...