The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…
The Smartest Way to Bet on SpaceX Right Now Is Hiding in Plain Sight
Investing in SpaceX (NASDAQ: SPCX) after its record-breaking IPO may or may not be a wise investment decision.…
Power prices to fall for most customers, with bigger drops for businesses
Surging levels of renewable energy and better reliability from coal-fired generators are set to give consumers a break,…
Renewables and batteries drive down fossil fuel use despite record electricity demand
A hot summer saw Australians use record amounts of electricity, but the growing share of renewable energy continues…
India’s Renewable Surge Cut Fossil Fuel Power Use in 2025
A record jump in renewable power generation and milder weather pushed fossil fuel power generation in India down…
The Carbon Market Is Set for a Major Shake-Up
The voluntary carbon market (VCM) covers less than one-half percent of global greenhouse gas (GHG) emissions. It remains…
Why Portugal and Spain Dodge Europe’s Energy Price Shock
There is a persistent belief in energy debates that refuses to die: renewables and electrification are necessary, but…
Renewables May Break the Century-Old Utility Rulebook
Renewable sources of power generation, such as solar, wind, and batteries, are displacing fossil fired power generation. The…
What the Fall of the Telegraph Says About Fossil Fuels
The global electric power business is changing. The economic hegemony of fossil fuels (and perhaps nuclear as well)…