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Research and news more than twelve months old, by year. Current work is in Research and News.

2025 · 2024

2025

  1. Washington Signs Up for $80 Billion of Westinghouse Reactors, With AI as the Customer
  2. Washington Signs Up for $80 Billion of Westinghouse Reactors, With AI as the Customer
  3. The UN's NDC Synthesis Sees Global Emissions About 10% Below 2019 by 2035 on the Widest Available Count
  4. The UN's NDC Synthesis Sees Global Emissions About 10% Below 2019 by 2035 on the Widest Available Count
  5. Google Pays to Bring Iowa's Only Nuclear Plant Back From Retirement
  6. Google Pays to Bring Iowa's Only Nuclear Plant Back From Retirement
  7. Congo's Cobalt Quotas Turn a Price Shock Into a Policy. The Risk Is Pushing Buyers to Substitute
  8. Congo's Cobalt Quotas Turn a Price Shock Into a Policy. The Risk Is Pushing Buyers to Substitute
  9. Brazil's Amazon Mouth Drilling Licence Is a Bet on Oil Rents to Fund the Transition. The Bet Needs Conditions
  10. Brazil's Amazon Mouth Drilling Licence Is a Bet on Oil Rents to Fund the Transition. The Bet Needs Conditions
  11. Amazon and Google Are Paying for Nuclear Plants Years Before They Exist
  12. Amazon and Google Are Paying for Nuclear Plants Years Before They Exist
  13. India's First Binding Emission Targets: An Intensity Market Built for Exporters as Much as for the Climate
  14. India's First Binding Emission Targets: An Intensity Market Built for Exporters as Much as for the Climate
  15. The Transformer Gap: U.S. Grid Faces a 30% Shortfall as Data Centers Pile On
  16. The Transformer Gap: U.S. Grid Faces a 30% Shortfall as Data Centers Pile On
  17. Nvidia Rewires the Data Center for 1 MW Racks
  18. Nvidia Rewires the Data Center for 1 MW Racks
  19. Distributed Energy in IGCEP: Planning for the Solar the DISCOs Already Host
  20. Distributed Energy in IGCEP: Planning for the Solar the DISCOs Already Host
  21. The Iberian Blackout Report Points to Voltage Control, Not Renewables as Such. Grid Rules Must Catch Up
  22. The Iberian Blackout Report Points to Voltage Control, Not Renewables as Such. Grid Rules Must Catch Up
  23. Oil balances into late 2025: non-OPEC supply, China plateau, OPEC+ glide path
  24. Oil balances into late 2025: non-OPEC supply, China plateau, OPEC+ glide path
  25. Co-Located Large Loads: Tariff Design Before the Next Data-Centre Wave
  26. Co-Located Large Loads: Tariff Design Before the Next Data-Centre Wave
  27. Pakistan's "Massive Oil Reserves" Are a Diplomatic Asset, Not an Energy Plan
  28. Pakistan's "Massive Oil Reserves" Are a Diplomatic Asset, Not an Energy Plan
  29. China's 2035 Pledge: A Modest Headline Built on an Ambitious Capacity Number
  30. China's 2035 Pledge: A Modest Headline Built on an Ambitious Capacity Number
  31. The Justice Department Sues Southern California Edison Over the Eaton and Fairview Fires
  32. The Justice Department Sues Southern California Edison Over the Eaton and Fairview Fires
  33. $7.3 Billion of PJM's Capacity Bill Traces to Data Centers, Says the Market Monitor
  34. $7.3 Billion of PJM's Capacity Bill Traces to Data Centers, Says the Market Monitor
  35. Beijing Sets a Date for Absolute Caps: China's Carbon Market Roadmap Targets Cap-and-Trade by 2030
  36. Beijing Sets a Date for Absolute Caps: China's Carbon Market Roadmap Targets Cap-and-Trade by 2030
  37. Texas Data Centers May Use 25 Billion Gallons of Water This Year, and State Planners Cannot Yet Count Them
  38. Texas Data Centers May Use 25 Billion Gallons of Water This Year, and State Planners Cannot Yet Count Them
  39. MISO's Fast Track Fills Up With Gas as Load Growth Outruns the Queue
  40. MISO's Fast Track Fills Up With Gas as Load Growth Outruns the Queue
  41. Xcel Agrees to Pay $640 Million to Settle Marshall Fire Claims, With About $350 Million From Insurance
  42. Xcel Agrees to Pay $640 Million to Settle Marshall Fire Claims, With About $350 Million From Insurance
  43. China's First Absolute Target: Net Emissions 7% to 10% Below Peak by 2035, With 3,600 GW of Wind and Solar
  44. China's First Absolute Target: Net Emissions 7% to 10% Below Peak by 2035, With 3,600 GW of Wind and Solar
  45. Pakistan's 2025 Monsoon: 1,006 Deaths, 3 Million Evacuated and a Power Network Under Repair
  46. Pakistan's 2025 Monsoon: 1,006 Deaths, 3 Million Evacuated and a Power Network Under Repair
  47. California Adds $18 Billion to Its Wildfire Fund, Split Between Utility Shareholders and Customers
  48. California Adds $18 Billion to Its Wildfire Fund, Split Between Utility Shareholders and Customers
  49. Australia's 62 to 70 Per Cent 2035 Target Is Credible Only if the Grid Is Built on Time
  50. Australia's 62 to 70 Per Cent 2035 Target Is Credible Only if the Grid Is Built on Time
  51. The Grand Ethiopian Renaissance Dam Is Finished. Ethiopia's Problem Now Is Getting Its Power to People and Markets
  52. The Grand Ethiopian Renaissance Dam Is Finished. Ethiopia's Problem Now Is Getting Its Power to People and Markets
  53. Renewables Toward a Quarter of United States Generation: Share Gains and Firm-Capacity Caveats
  54. Renewables Toward a Quarter of United States Generation: Share Gains and Firm-Capacity Caveats
  55. Reading FY2025’s Generation Mix: Hydro, Nuclear, and Coal Shares
  56. Reading FY2025’s Generation Mix: Hydro, Nuclear, and Coal Shares
  57. European electricity: renewables deliver, flexibility still under-ordered
  58. European electricity: renewables deliver, flexibility still under-ordered
  59. Russia's Pivot to Asia Worked for Oil Because Oil Floats. Gas and Coal Are Stuck on Pipes and Rails
  60. Russia's Pivot to Asia Worked for Oil Because Oil Floats. Gas and Coal Are Stuck on Pipes and Rails
  61. Pakistan's EV Levy Funds the Right Vehicles. Two-Wheelers, Not Cars, Are Where the Oil Bill Is Won
  62. Pakistan's EV Levy Funds the Right Vehicles. Two-Wheelers, Not Cars, Are Where the Oil Bill Is Won
  63. Africa's Solar Import Surge Is Happening Behind the Meter, and Utilities Are Not Ready for It
  64. Africa's Solar Import Surge Is Happening Behind the Meter, and Utilities Are Not Ready for It
  65. India's Summer Peak Stops at About 242 GW as Early Rains Cut Cooling Demand
  66. India's Summer Peak Stops at About 242 GW as Early Rains Cut Cooling Demand
  67. Louisiana Approves 2.26 GW of New Gas Plants for Meta's Hyperion
  68. Louisiana Approves 2.26 GW of New Gas Plants for Meta's Hyperion
  69. Google Puts a Number on a Gemini Query: 0.24 Watt-Hours
  70. Google Puts a Number on a Gemini Query: 0.24 Watt-Hours
  71. IGCEP 2025-35: Revising the Plan While Demand Shifts under Solar
  72. IGCEP 2025-35: Revising the Plan While Demand Shifts under Solar
  73. Google, Kairos and TVA Write the First Utility Contract for Gen IV Nuclear
  74. Google, Kairos and TVA Write the First Utility Contract for Gen IV Nuclear
  75. The Transmission Investment Gap as United States Load Growth Reappears
  76. The Transmission Investment Gap as United States Load Growth Reappears
  77. Middle East supply, spare capacity, and the cost of defending price
  78. Middle East supply, spare capacity, and the cost of defending price
  79. Japan Plans to Move Its Data Centres to Where the Clean Power Is
  80. Japan Plans to Move Its Data Centres to Where the Clean Power Is
  81. Five Countries Hold 71 Per Cent of the World's Nuclear Capacity. The Next Decade Will Be Decided by Two of Them
  82. Five Countries Hold 71 Per Cent of the World's Nuclear Capacity. The Next Decade Will Be Decided by Two of Them
  83. Los Angeles Fires Made Up Half of a $80 Billion First Half for Insured Catastrophe Losses
  84. Los Angeles Fires Made Up Half of a $80 Billion First Half for Insured Catastrophe Losses
  85. EPA Proposes Rescinding the 2009 Endangerment Finding. Power and Oil Markets Feel It Through Vehicles First
  86. EPA Proposes Rescinding the 2009 Endangerment Finding. Power and Oil Markets Feel It Through Vehicles First
  87. The Yarlung Tsangpo Cascade: China's 1.2 Trillion Yuan Bet on Firm Clean Power
  88. The Yarlung Tsangpo Cascade: China's 1.2 Trillion Yuan Bet on Firm Clean Power
  89. The ICJ Says Failing to Act on Climate Can Be a Wrongful Act, and Names Fossil Fuel Licensing and Subsidies
  90. The ICJ Says Failing to Act on Climate Can Be a Wrongful Act, and Names Fossil Fuel Licensing and Subsidies
  91. The Prime Minister’s Third Pause on Net-Metering Revision
  92. The Prime Minister’s Third Pause on Net-Metering Revision
  93. The One Big Beautiful Bill Act Puts Wind and Solar on a Two-Year Clock
  94. The One Big Beautiful Bill Act Puts Wind and Solar on a Two-Year Clock
  95. Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data Centers
  96. Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data Centers
  97. Half the Fleet, a Fifth of the Energy: India's 50 Per Cent Non-Fossil Milestone in Perspective
  98. Half the Fleet, a Fifth of the Energy: India's 50 Per Cent Non-Fossil Milestone in Perspective
  99. Amazon's Emissions Rose 6% in 2024 to 68.25 Million Tons as Data Center Construction Picked Up
  100. Amazon's Emissions Rose 6% in 2024 to 68.25 Million Tons as Data Center Construction Picked Up
  101. PJM Hit 162,401 MW in the June Heat Wave, Its Highest Peak in 14 Years, as Prices Spiked Past $1,300/MWh
  102. PJM Hit 162,401 MW in the June Heat Wave, Its Highest Peak in 14 Years, as Prices Spiked Past $1,300/MWh
  103. Shipping chokepoints after eighteen months of Red Sea diversion
  104. Shipping chokepoints after eighteen months of Red Sea diversion
  105. Pay for 85% Whether You Use It or Not: Ohio's Data Center Tariff Becomes the National Template
  106. Pay for 85% Whether You Use It or Not: Ohio's Data Center Tariff Becomes the National Template
  107. One Year After the ADVANCE Act: SMRs, Licensing Milestones and Grid Reality
  108. One Year After the ADVANCE Act: SMRs, Licensing Milestones and Grid Reality
  109. Britain Rejects Zonal Pricing. Reformed National Pricing Now Has to Do the Work Zones Would Have Done
  110. Britain Rejects Zonal Pricing. Reformed National Pricing Now Has to Do the Work Zones Would Have Done
  111. River Heat Shuts Beznau and Golfech: Europe's Early-July Heatwave Tests Nuclear Cooling Limits
  112. River Heat Shuts Beznau and Golfech: Europe's Early-July Heatwave Tests Nuclear Cooling Limits
  113. Pakistan's Climate Support Levy Is Small, Regressive in Form and Still Worth Keeping
  114. Pakistan's Climate Support Levy Is Small, Regressive in Form and Still Worth Keeping
  115. xAI's Memphis Permit Shows What Happens When Compute Outruns the Grid
  116. xAI's Memphis Permit Shows What Happens When Compute Outruns the Grid
  117. MethaneSAT Goes Silent After a Year in Orbit, Removing One of the Few Tools Built to Measure Basin-Wide Methane
  118. MethaneSAT Goes Silent After a Year in Orbit, Removing One of the Few Tools Built to Measure Basin-Wide Methane
  119. Brussels Proposes a 90% Cut by 2040, With International Credits Allowed for the First Time
  120. Brussels Proposes a 90% Cut by 2040, With International Credits Allowed for the First Time
  121. Google's Data Centers Used 30.8 TWh in 2024. Electricity Rose 27% While Data Center Emissions Fell 12%
  122. Google's Data Centers Used 30.8 TWh in 2024. Electricity Rose 27% While Data Center Emissions Fell 12%
  123. 93 GW in a Month: What China's Pre-Deadline Solar Rush Says About the Second Half
  124. 93 GW in a Month: What China's Pre-Deadline Solar Rush Says About the Second Half
  125. Local Coal versus Imported Coal on the Merit Order
  126. Local Coal versus Imported Coal on the Merit Order
  127. ERCOT Load Growth, Data Centres and the Texas Reliability Problem Set
  128. ERCOT Load Growth, Data Centres and the Texas Reliability Problem Set
  129. Coal trade after the 2024 record: Asia still rules the seaborne market
  130. Coal trade after the 2024 record: Asia still rules the seaborne market
  131. Talen and Amazon Move the Data Center to the Front of the Meter, and Sidestep FERC
  132. Talen and Amazon Move the Data Center to the Front of the Meter, and Sidestep FERC
  133. Meta Takes Over Where Illinois Ratepayers Left Off at the Clinton Nuclear Plant
  134. Meta Takes Over Where Illinois Ratepayers Left Off at the Clinton Nuclear Plant
  135. Ireland's Data Centres Now Use 22 Per Cent of Its Electricity, More Than Every Urban Home Combined
  136. Ireland's Data Centres Now Use 22 Per Cent of Its Electricity, More Than Every Urban Home Combined
  137. Carbon Pricing Raised Just Over $100 Billion in 2024 and Now Covers 28% of Global Emissions
  138. Carbon Pricing Raised Just Over $100 Billion in 2024 and Now Covers 28% of Global Emissions
  139. Microsoft's Emissions Are 23.4% Above Its 2020 Baseline at the Halfway Point to Carbon Negative
  140. Microsoft's Emissions Are 23.4% Above Its 2020 Baseline at the Halfway Point to Carbon Negative
  141. Four Nuclear Orders Aim at 400 GW and Put AI Data Centers on Federal Land
  142. Four Nuclear Orders Aim at 400 GW and Put AI Data Centers on Federal Land
  143. Tariffs Have Made a Weak Oil Demand Outlook Weaker. A Third Straight Year Below 1 Million Barrels Is Now the Base Case
  144. Tariffs Have Made a Weak Oil Demand Outlook Weaker. A Third Straight Year Below 1 Million Barrels Is Now the Base Case
  145. The IMF Adds a $1.4 Billion Climate Resilience Arrangement to Pakistan's Programme, With Water Pricing and Disaster Finance at the Core
  146. The IMF Adds a $1.4 Billion Climate Resilience Arrangement to Pakistan's Programme, With Water Pricing and Disaster Finance at the Core
  147. Energy Methane Stays Above 120 Million Tonnes. The IEA Says Fixing It Could Have Freed 100 bcm of Gas in 2024
  148. Energy Methane Stays Above 120 Million Tonnes. The IEA Says Fixing It Could Have Freed 100 bcm of Gas in 2024
  149. PJM's Fast Track Picks 51 Projects, and Gas Takes Most of the 9,361 MW
  150. PJM's Fast Track Picks 51 Projects, and Gas Takes Most of the 9,361 MW
  151. Insured Catastrophe Losses Reached $137 Billion in 2024, and Swiss Re Sees $145 Billion as the Trend for 2025
  152. Insured Catastrophe Losses Reached $137 Billion in 2024, and Swiss Re Sees $145 Billion as the Trend for 2025
  153. Greater Tortue's First Cargo Makes Senegal and Mauritania LNG Exporters. The Domestic Gas Promise Is the Real Test
  154. Greater Tortue's First Cargo Makes Senegal and Mauritania LNG Exporters. The Domestic Gas Promise Is the Real Test
  155. Europe Wants to Triple Its Data Centres. Its Grids Have Not Been Asked Yet
  156. Europe Wants to Triple Its Data Centres. Its Grids Have Not Been Asked Yet
  157. Data Centres Emit About 180 Million Tonnes a Year Through Their Power Use, the IEA Says. That Is 0.5% of the Total and One of the Few Rising Lines
  158. Data Centres Emit About 180 Million Tonnes a Year Through Their Power Use, the IEA Says. That Is 0.5% of the Total and One of the Few Rising Lines
  159. A Japan-Sized Load by 2030: The IEA Puts Numbers on AI's Power Appetite
  160. A Japan-Sized Load by 2030: The IEA Puts Numbers on AI's Power Appetite
  161. ERCOT's 218 GW Forecast Is Mostly Data Centers on Paper, So It Wrote a Discount
  162. ERCOT's 218 GW Forecast Is Mostly Data Centers on Paper, So It Wrote a Discount
  163. One Billion Tonnes: India's Coal Milestone Is a Security Achievement and a Planning Warning
  164. One Billion Tonnes: India's Coal Milestone Is a Security Achievement and a Planning Warning
  165. EU Carbon Market Emissions Fell 5% in 2024. Power Did Almost All the Work
  166. EU Carbon Market Emissions Fell 5% in 2024. Power Did Almost All the Work
  167. Global Energy Review 2025: Electricity Pulled Every Fuel Up in 2024. Heat, Not Data Centres, Was the Surprise
  168. Global Energy Review 2025: Electricity Pulled Every Fuel Up in 2024. Heat, Not Data Centres, Was the Surprise
  169. China's Carbon Market Adds Steel, Cement and Aluminium: 1,500 Firms and About 3 Billion Tonnes Join the Power Sector
  170. China's Carbon Market Adds Steel, Cement and Aluminium: 1,500 Firms and About 3 Billion Tonnes Join the Power Sector
  171. The US Leaves the Just Energy Transition Partnerships. South Africa's Pledge Pool Falls From $13.8 Billion to $12.8 Billion
  172. The US Leaves the Just Energy Transition Partnerships. South Africa's Pledge Pool Falls From $13.8 Billion to $12.8 Billion
  173. WMO Confirms 2024 at About 1.55°C Above Pre-Industrial. For Power Systems, the Record Shows Up in Cooling Load
  174. WMO Confirms 2024 at About 1.55°C Above Pre-Industrial. For Power Systems, the Record Shows Up in Cooling Load
  175. Stargate's First Campus Is a 1.2 GW Bet on West Texas Power
  176. Stargate's First Campus Is a 1.2 GW Bet on West Texas Power
  177. Congress Voids the EPA's Methane Fee Rule. The Charge Stays in Statute, but It Has No Working Rule
  178. Congress Voids the EPA's Methane Fee Rule. The Charge Stays in Statute, but It Has No Working Rule
  179. Kariba Gets More Water for 2025, but Zambia's Power Supply Still Hangs on One Lake
  180. Kariba Gets More Water for 2025, but Zambia's Power Supply Still Hangs on One Lake
  181. Brussels' Affordable Energy Plan Targets the Right Parts of the Bill. Delivery Sits With Member States
  182. Brussels' Affordable Energy Plan Targets the Right Parts of the Bill. Delivery Sits With Member States
  183. Brussels Narrows CBAM to the Big Importers: A 50-Tonne Threshold Removes 90% of Filers and Keeps 99% of Emissions
  184. Brussels Narrows CBAM to the Big Importers: A 50-Tonne Threshold Removes 90% of Filers and Keeps 99% of Emissions
  185. Britain's AI Growth Zones Are a Grid Connection Policy in Disguise
  186. Britain's AI Growth Zones Are a Grid Connection Policy in Disguise
  187. Japan's Seventh Energy Plan Bets on Renewables and Nuclear Together. Its Weak Spot Is the Thermal Bridge
  188. Japan's Seventh Energy Plan Bets on Renewables and Nuclear Together. Its Weak Spot Is the Thermal Bridge
  189. Document 136 Ends China's Fixed-Price Era for Wind and Solar
  190. Document 136 Ends China's Fixed-Price Era for Wind and Solar
  191. 76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest Megawatt
  192. 76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest Megawatt
  193. Thirteen of 195: The 2035 Climate Target Deadline Passes With Most Large Emitters Yet to File
  194. Thirteen of 195: The 2035 Climate Target Deadline Passes With Most Large Emitters Yet to File
  195. Mission 300 Has the Money and the Declaration. Its Weak Point Is the Utilities That Must Deliver It
  196. Mission 300 Has the Money and the Declaration. Its Weak Point Is the Utilities That Must Deliver It
  197. China's LNG Recovery Stalls Short of the Record as Pipelines and Power Change the Gas Equation
  198. China's LNG Recovery Stalls Short of the Record as Pipelines and Power Change the Gas Equation
  199. CenterPoint's $5.75 Billion Resiliency Filing Puts a Price on Houston's Hurricane Exposure
  200. CenterPoint's $5.75 Billion Resiliency Filing Puts a Price on Houston's Hurricane Exposure
  201. DeepSeek Wipes Out a Year of AI Power Gains in a Day
  202. DeepSeek Wipes Out a Year of AI Power Gains in a Day
  203. Brent's Narrowest Year in Two Decades Was a Standoff Between OPEC+ Restraint and American Barrels
  204. Brent's Narrowest Year in Two Decades Was a Standoff Between OPEC+ Restraint and American Barrels
  205. The US Starts the Clock on Leaving Paris Again: What Executive Order 14162 Changes for Energy Markets
  206. The US Starts the Clock on Leaving Paris Again: What Executive Order 14162 Changes for Energy Markets
  207. From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power Debate
  208. From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power Debate
  209. Treasury's Final 45Y and 48E Rules Bring Clarity to Clean Power Credits Just as Their Political Future Darkens
  210. Treasury's Final 45Y and 48E Rules Bring Clarity to Clean Power Credits Just as Their Political Future Darkens
  211. South Africa's Electricity Market Law Is Now in Force. The Hard Part Is the Grid and the Code
  212. South Africa's Electricity Market Law Is Now in Force. The Hard Part Is the Grid and the Code
  213. Constellation Buys Calpine and Bets That Data Centers Will Need Gas Too
  214. Constellation Buys Calpine and Bets That Data Centers Will Need Gas Too
  215. Argentina Has Stopped Needing Winter LNG Cargoes. Becoming an LNG Exporter Is a Harder, Slower Step
  216. Argentina Has Stopped Needing Winter LNG Cargoes. Becoming an LNG Exporter Is a Harder, Slower Step

2024

  1. The December Dunkelflaute Price Spike Is a Warning About Flexibility, Not a Case Against Interconnection
  2. The December Dunkelflaute Price Spike Is a Warning About Flexibility, Not a Case Against Interconnection
  3. California Wants Refiners to Hold More Inventory Just as One Prepares to Leave. That Is the Fuel Market's Real Problem
  4. California Wants Refiners to Hold More Inventory Just as One Prepares to Leave. That Is the Fuel Market's Real Problem
  5. United States LNG in 2024: Still the World Leader, Flat Volumes, Shifting Destinations
  6. United States LNG in 2024: Still the World Leader, Flat Volumes, Shifting Destinations
  7. OPEC+ delays the unwind to April 2025 and stretches cuts toward 2026
  8. OPEC+ delays the unwind to April 2025 and stretches cuts toward 2026
  9. Renegotiating IPPs: Compensation, Take-and-Pay, and the Credibility Test
  10. Renegotiating IPPs: Compensation, Take-and-Pay, and the Credibility Test
  11. The US Enters Winter With the Most Gas in Storage Since 2016. The Cushion Was Built by Producers Saying No
  12. The US Enters Winter With the Most Gas in Storage Since 2016. The Cushion Was Built by Producers Saying No
  13. Baku's USD 300 Billion Goal Will Not Move Energy Investment in Developing Countries on Its Own
  14. Baku's USD 300 Billion Goal Will Not Move Energy Investment in Developing Countries on Its Own
  15. China's Road Fuel Demand Has Turned Down Early. Petrochemicals, Not Cars and Trucks, Now Carry Its Oil Growth
  16. China's Road Fuel Demand Has Turned Down Early. Petrochemicals, Not Cars and Trucks, Now Carry Its Oil Growth
  17. India Passes 200 GW of Renewables: Halfway to 2030 in Capacity, Much Less in Delivery
  18. India Passes 200 GW of Renewables: Halfway to 2030 in Capacity, Much Less in Delivery
  19. Existing Nuclear Licence Renewals and Why the Operating Fleet Still Anchors Firm Supply
  20. Existing Nuclear Licence Renewals and Why the Operating Fleet Still Anchors Firm Supply
  21. China's First Energy Law: A Framework Statute With Sharper Edges Than It First Appears
  22. China's First Energy Law: A Framework Statute With Sharper Edges Than It First Appears
  23. LNG's Atlantic-Pacific rebalancing: Europe steps back, Asia steps in during 2024
  24. LNG's Atlantic-Pacific rebalancing: Europe steps back, Asia steps in during 2024
  25. Helene and Milton Showed Florida's Fuel System Is a Port System. Prices Held, Pumps Ran Dry
  26. Helene and Milton Showed Florida's Fuel System Is a Port System. Prices Held, Pumps Ran Dry
  27. Mexico Now Exports LNG Made From Texas Gas. That Makes It a Second Gate for US Supply, Not a New Producer
  28. Mexico Now Exports LNG Made From Texas Gas. That Makes It a Second Gate for US Supply, Not a New Producer
  29. WEO 2024: A Buyers' Market for Fuels Is Coming. Importers Should Use It Wisely
  30. WEO 2024: A Buyers' Market for Fuels Is Coming. Importers Should Use It Wisely
  31. Three Mile Island, Susquehanna and 26,500 MW of Texas Requests: Data Centers Are Shopping for Firm Power Before the Grid Can Plan for Them
  32. Three Mile Island, Susquehanna and 26,500 MW of Texas Requests: Data Centers Are Shopping for Firm Power Before the Grid Can Plan for Them
  33. Refining's Golden Years Are Over. September's Margin Slump Shows New Capacity Meeting Flat Fuel Demand
  34. Refining's Golden Years Are Over. September's Margin Slump Shows New Capacity Meeting Flat Fuel Demand
  35. Thar Mine Expansion Meets Circular Debt: The Phase-III Financing Bind
  36. Thar Mine Expansion Meets Circular Debt: The Phase-III Financing Bind
  37. PJM Capacity and Reliability under Rising Large-Load Pressure
  38. PJM Capacity and Reliability under Rising Large-Load Pressure
  39. Bab el-Mandeb halved: EIA's reading of Red Sea oil flows through August 2024
  40. Bab el-Mandeb halved: EIA's reading of Red Sea oil flows through August 2024
  41. China Is Drilling Deeper to Hold Its Import Share Down. Shale Will Not Free It From LNG
  42. China Is Drilling Deeper to Hold Its Import Share Down. Shale Will Not Free It From LNG
  43. Jhimpir-Gharo Wind: Megawatts Without Wires Become NPMV Invoices
  44. Jhimpir-Gharo Wind: Megawatts Without Wires Become NPMV Invoices
  45. The EFF’s Energy Conditions: Prices, Costs, and Private Participation
  46. The EFF’s Energy Conditions: Prices, Costs, and Private Participation
  47. Hydrogen-Ready Gas Turbines Are an Option, Not a Plan. The US Hydrogen Market Is Still a Refinery Market
  48. Hydrogen-Ready Gas Turbines Are an Option, Not a Plan. The US Hydrogen Market Is Still a Refinery Market
  49. Dangote's First Petrol Exposes the Price Nigeria Has Not Yet Agreed On
  50. Dangote's First Petrol Exposes the Price Nigeria Has Not Yet Agreed On
  51. Utility-Scale Solar after Quaid-e-Azam: Parks, Pipelines, and Empty Auctions
  52. Utility-Scale Solar after Quaid-e-Azam: Parks, Pipelines, and Empty Auctions
  53. European power in 2024: renewables climb, wholesale prices ease, flexibility lags
  54. European power in 2024: renewables climb, wholesale prices ease, flexibility lags
  55. Draghi's Energy Diagnosis Is Right. His Cure Depends on Contracts, Grids and Gas Buying Power
  56. Draghi's Energy Diagnosis Is Right. His Cure Depends on Contracts, Grids and Gas Buying Power
  57. Cluster Studies Take Hold: What Order No. 2023 Means on the Ground in Late 2024
  58. Cluster Studies Take Hold: What Order No. 2023 Means on the Ground in Late 2024
  59. US Power Prices Kept Pace With Inflation for a Decade. The Next Decade's Bill Is Being Written in Rate Cases
  60. US Power Prices Kept Pace With Inflation for a Decade. The Next Decade's Bill Is Being Written in Rate Cases
  61. OPEC+ delays the unwind: two more months of voluntary cuts and the compliance test
  62. OPEC+ delays the unwind: two more months of voluntary cuts and the compliance test
  63. Britain's Record Renewables Auction Rescues Offshore Wind by Accepting Higher Prices. That Was the Right Call
  64. Britain's Record Renewables Auction Rescues Offshore Wind by Accepting Higher Prices. That Was the Right Call
  65. Argentina's RIGI Offers Investors Thirty Years of Stability. Vaca Muerta Exports Are the Real Target
  66. Argentina's RIGI Offers Investors Thirty Years of Stability. Vaca Muerta Exports Are the Real Target
  67. Wind and Solar Overtake Coal Capacity in China: A Milestone That Changes the Dispatch Debate
  68. Wind and Solar Overtake Coal Capacity in China: A Milestone That Changes the Dispatch Debate
  69. Trans Mountain Gives Canadian Oil a Pacific Door. The Bill and the Buyers Will Decide Whether It Was Worth It
  70. Trans Mountain Gives Canadian Oil a Pacific Door. The Bill and the Buyers Will Decide Whether It Was Worth It
  71. Rooftop Solar’s Boom Is a Grid Pricing Problem in Disguise
  72. Rooftop Solar’s Boom Is a Grid Pricing Problem in Disguise
  73. Solar Took 59% of New US Capacity in the First Half. Coal Is Still the Fuel Plants Are Stockpiling
  74. Solar Took 59% of New US Capacity in the First Half. Coal Is Still the Fuel Plants Are Stockpiling
  75. Middle East supply security and the Strait of Hormuz in a diverted Red Sea year
  76. Middle East supply security and the Strait of Hormuz in a diverted Red Sea year
  77. Henry Hub, LNG Feedgas and the Contest for United States Molecules
  78. Henry Hub, LNG Feedgas and the Contest for United States Molecules
  79. Coal-to-Gas Replacements and the Economics Behind United States Steam Retirements
  80. Coal-to-Gas Replacements and the Economics Behind United States Steam Retirements
  81. A March Price Below $1.50 and a July Burn Record: The US Gas Market Is Pricing a Surplus That Power Demand Is Eating
  82. A March Price Below $1.50 and a July Burn Record: The US Gas Market Is Pricing a Surplus That Power Demand Is Eating
  83. July 2024 Tariff Rebasing and the Limits of Price-Only Reform
  84. July 2024 Tariff Rebasing and the Limits of Price-Only Reform
  85. Vietnam's Direct Power Purchase Decree Opens the Door to Corporate Buyers. EVN's Grid Still Holds the Key
  86. Vietnam's Direct Power Purchase Decree Opens the Door to Corporate Buyers. EVN's Grid Still Holds the Key
  87. The ADVANCE Act Becomes Law: Nuclear Licensing Reform Without Magical Thinking
  88. The ADVANCE Act Becomes Law: Nuclear Licensing Reform Without Magical Thinking
  89. Asia-Pacific coal trade: records, swing suppliers, and the slow bend in the curve
  90. Asia-Pacific coal trade: records, swing suppliers, and the slow bend in the curve
  91. US Offshore Wind Has Shrunk to What Can Be Financed. The Rebid Contracts Are the Real Test
  92. US Offshore Wind Has Shrunk to What Can Be Financed. The Rebid Contracts Are the Real Test
  93. South Africa's 100 Days Without Load-Shedding Are a Maintenance Dividend, Not Yet a Secure System
  94. South Africa's 100 Days Without Load-Shedding Are a Maintenance Dividend, Not Yet a Secure System
  95. The Panama Canal Is Reopening Its Slots. The Drought Has Already Rewired American Gas Liquids Trade
  96. The Panama Canal Is Reopening Its Slots. The Drought Has Already Rewired American Gas Liquids Trade
  97. The Midwest Is Throwing Away Wind Because It Cannot Move It. That Is a Transmission Bill, Not a Wind Problem
  98. The Midwest Is Throwing Away Wind Because It Cannot Move It. That Is a Transmission Bill, Not a Wind Problem
  99. India's Offshore Wind Subsidy Buys One Gigawatt and a Price Signal, Not Yet a Market
  100. India's Offshore Wind Subsidy Buys One Gigawatt and a Price Signal, Not Yet a Market
  101. Europe's Electricity Market Reform Keeps Marginal Pricing and Bets on Contracts. That Is the Right Trade
  102. Europe's Electricity Market Reform Keeps Marginal Pricing and Bets on Contracts. That Is the Right Trade
  103. Mountain Valley Finally Flows. Appalachia's Real Constraint Was Never the Rock
  104. Mountain Valley Finally Flows. Appalachia's Real Constraint Was Never the Rock
  105. India's 250 GW Peak: The Evening Hour Is Now the Binding Constraint
  106. India's 250 GW Peak: The Evening Hour Is Now the Binding Constraint
  107. One Month Down: Reading China's March 2024 Emissions Fall Without Overreaching
  108. One Month Down: Reading China's March 2024 Emissions Fall Without Overreaching
  109. Guyana Is Adding Oil Faster Than Almost Anyone Outside OPEC. Its Biggest Risk Is a Boardroom, Not a Reservoir
  110. Guyana Is Adding Oil Faster Than Almost Anyone Outside OPEC. Its Biggest Risk Is a Boardroom, Not a Reservoir
  111. Russian Diesel Found New Buyers Within a Year. The Product Price Cap Changed the Route, Not the Volume
  112. Russian Diesel Found New Buyers Within a Year. The Product Price Cap Changed the Route, Not the Volume
  113. Wind and Water Both Fell Short in 2023. US Planning Still Treats Renewable Output as an Average
  114. Wind and Water Both Fell Short in 2023. US Planning Still Treats Renewable Output as an Average
  115. Vogtle Is Finished. The Lessons for the Next US Reactor Are About Cost, Not Technology
  116. Vogtle Is Finished. The Lessons for the Next US Reactor Are About Cost, Not Technology
  117. The Eclipse Was ERCOT's Easiest Solar Test. The Hard Version Comes Every Evening
  118. The Eclipse Was ERCOT's Easiest Solar Test. The Hard Version Comes Every Evening
  119. China's Record Crude Imports Were a Refining Story. The Sanctioned Barrels Inside Them Are a Policy Story
  120. China's Record Crude Imports Were a Refining Story. The Sanctioned Barrels Inside Them Are a Policy Story
  121. Nigeria's Band A Tariff Reset Moves Subsidy Off the Budget but Puts Service Quality on Trial
  122. Nigeria's Band A Tariff Reset Moves Subsidy Off the Budget but Puts Service Quality on Trial
  123. The Key Bridge Collapse Shows How Much US Coal Now Depends on Export Docks
  124. The Key Bridge Collapse Shows How Much US Coal Now Depends on Export Docks
  125. Record US Crude Output With Fewer Rigs Is a Productivity Story. The Merger Wave Decides How Long It Lasts
  126. Record US Crude Output With Fewer Rigs Is a Productivity Story. The Merger Wave Decides How Long It Lasts
  127. The 80 Kilometre Pipeline: Pakistan's Iran Gas Gambit Is About Penalties, Not Gas
  128. The 80 Kilometre Pipeline: Pakistan's Iran Gas Gambit Is About Penalties, Not Gas
  129. PM Surya Ghar: India's Rooftop Bet Moves the Solar Problem From Land to Distribution Companies
  130. PM Surya Ghar: India's Rooftop Bet Moves the Solar Problem From Land to Distribution Companies
  131. A Record Build Year Meets the Slowest Retirement Year Since 2008. The US Is Adding Capacity Faster Than It Can Use It Well
  132. A Record Build Year Meets the Slowest Retirement Year Since 2008. The US Is Adding Capacity Faster Than It Can Use It Well
  133. Japan's Slow Nuclear Return Is Already Cutting LNG Demand. The Contract Book Has Not Caught Up
  134. Japan's Slow Nuclear Return Is Already Cutting LNG Demand. The Contract Book Has Not Caught Up
  135. Cheap Gas Passed Its Cold Test in January. That Is Not the Same as a Comfortable 2024
  136. Cheap Gas Passed Its Cold Test in January. That Is Not the Same as a Comfortable 2024
  137. China's 217 GW Solar Year and the Grid Question It Leaves Behind
  138. China's 217 GW Solar Year and the Grid Question It Leaves Behind
  139. Russia's Coal Kept Flowing After the EU Ban. It Now Depends on Four Buyers and a Railway
  140. Russia's Coal Kept Flowing After the EU Ban. It Now Depends on Four Buyers and a Railway
  141. Batteries Are About to Double. The US Grid Question Is Whether They Arrive Where Solar Does
  142. Batteries Are About to Double. The US Grid Question Is Whether They Arrive Where Solar Does