Rising residential electric bills are fast becoming one of the top political issues in both state and federal elections. Predictably, each side of the...
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 energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in...
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 four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown...
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...
Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy...
Summer hasn’t even started and we’re already hearing warnings of impending power shortages. Of course, everything these days is in short supply except editorial...
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. ...
On December 13, 2021, California’s utility regulator (CPUC) proposed changes that would reduce the price retail customers receive for rooftop solar generated power they...
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...
Our blog posts tend to cover timely news items and have been cited and used as sources for others. We wanted to highlight some...