PJM Grapples With Data Center Load and Supply Gaps
PJM Interconnection is entering an era of explosive power demand. Home to a significant share of the world’s data centers, the largest US electricity market could soon be facing sky-high prices and sc...
15 Apr 28min
Spanish Blackout Lessons One Year On: Analyst Reaction
It’s been nearly a year since Spain’s catastrophic blackout and key questions remain. Post-mortem reports point to a complex chain reaction in the grid, with no single trigger and gaps in coordination...
13 Apr 11min
How Fuel Price Shocks Are Rewiring Clean Tech Trade
Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries...
8 Apr 36min
Beyond Climate: The Rise of Nature Risk
Nature risk is becoming a critical challenge for companies. It’s also incredibly complex. Exposure spans an array of largely local issues, from water and biodiversity to waste and pollution, making it...
2 Apr 35min
Finding Opportunity in a Complex Energy Transition
The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new risks as well as new opportunities. Demand is ris...
31 Mar 20min
Clean Power Costs Split After Years of Alignment
The cost to build and run clean-power projects used to be heading in one direction: down. That story is now getting more complicated. Battery storage costs continued to fall last year, while most othe...
26 Mar 34min
European Power Confronts Gas Shock: Analyst Reaction
Oil and gas prices are rising again as the Iran war shakes global energy markets. But so far Europe’s power system is holding up better than in 2022, when Russia invaded Ukraine. More renewables and l...
24 Mar 10min
US Clean Energy Factbook: Generation Hits 20-Year High
The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accounted for 90% of new capacity additions. Energy-tran...
18 Mar 37min
