Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.
When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree pl...
14 Apr 1h 10min
The mother of all disruptions. What the war with Iran means for energy.
The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed b...
31 Mar 1h 12min
A power producer’s view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?
Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, ...
17 Mar 1h 10min
The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?
Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy ...
10 Mar 1h 11min
Are VPPs really a viable solution for easing strain on the grid? Tesla say yes, and they have big plans
VPPs – virtual power plants – continue to spark heated debate. Are they genuinely a fast, affordable way to add capacity to the grid? Or are they an overhyped concept that falls apart when electricity...
3 Mar 57min
Data centers are adding an extra 220 gigawatts of electricity demand in the US. How can the grid cope? A second special episode from the ACORE Policy Forum
New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments...
27 Feb 52min
How are energy supply chains changing as electricity demand surges? A special episode from the ACORE Policy Forum in Washington
ACORE, the power and renewables industry group, is this week hosting its annual Policy Forum in Washinton DC. It’s an event where industry leaders and experts discuss how the changing landscape of US ...
26 Feb 48min
A solution to the problem of paying for data centre power? Unpacking AWS’s recent 3 gigawatt deal with NIPSCO
Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up th...
17 Feb 41min
