
Iran Conflict Brief: How Renewed Strikes Impact Global Energy
In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea lane in Omani territorial wate...
10 Jul 43min

Alice Yake on Planning for a Reliable, Cleaner Grid
Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission infrastructure, shifting regulat...
7 Jul 1h

Doug Arent and Robin Millican on What's Really Driving Electricity Prices
Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlying factors, the exact causes ar...
30 Jun 56min

Michael Cembalest Does the Math on the Energy Transition
The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out...
23 Jun 57min

Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future
Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial...
18 Jun 1h 2min

Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation
The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz. While energy markets are celebrating with a sell-o...
16 Jun 37min

Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now
The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of clim...
9 Jun 50min



















