Five big questions emerging from the OBBB
The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit ...
17 Jul 202544min
Tumult in residential solar
Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have...
10 Jul 202534min
Fresh intel from state utility regulatory filings
You’ve probably heard about Nat Bullard’s massive decarbonization slide decks, filled with charts and insights into decarbonization drawn from climate and energy data. This time he's waded through p...
3 Jul 202536min
GM's big new battery tech push
Lithium-manganese-rich (LMR) batteries could offer a rare combination in energy storage: high energy density at lower costs. They swap much of the expensive nickel for abundant, affordable manganese. ...
26 Jun 202536min
The story of steam
Addison Stark thinks waste heat is a waste of time. The real opportunity, he argues, is decarbonizing industrial steam, which accounts for roughly 30% of industrial heat in the U.S. But doing that mea...
19 Jun 202532min
The state of play of data center development
The future of the grid increasingly hinges on where and how data centers get built. To forecast the kind of power infrastructure we need to meet AI’s growing appetite, we first need to understand a la...
12 Jun 202536min
The gas turbine crunch
Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers. In Texas, one of six projects that pulled proposals from consideration for a valuable financing p...
5 Jun 202539min
How geothermal gets built
Geothermal seems to be nearing an inflection point. With rising load growth, clean, firm power is more valuable than ever. Next-gen geothermal players like Fervo Energy and Sage Geosystems are signing...
29 Mai 202532min
