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...
Nuclear
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...
Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
CLASSIFIED: The European Union is Poised to Classify Nuclear Power “Sustainable”
Is nuclear power clean or dirty, green or not green, sustainable or not sustainable? These distinctions matter in the European Union which has developed...
Why is Nuclear Power OK in France, But Not in the U.S.?
The two-week UN Climate Change Conference known as COP-26 kicks off in Glasgow on October 31, and the participating countries are releasing in advance...