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A weekly update on the latest “no-fluff” insight and analysis of the energy industry.
Alberta oil sands producers waiting for $100 oil while weighing CCUS costs, pipeline choices and market volatility.
Texas data center moratorium targets audits on tax breaks and community impact; ready projects continue through Batch Zero.
Virginia's new data center tax and Dominion's GS-5 rate class reveal who really pays for load growth, and which cost-allocation tool actually holds up.
GEV's gas turbine backlog hits 116 GW, delaying deliveries to 2031 and reshaping build-vs-buy in power markets.
Pipeline delay stalls Oracle's Project Jupiter, threatening Bloom Energy fuel cells powering the Stargate data center.
Developers and investors can't compare gas, solar, and storage using separate models. Here's what a standardized cross-asset framework actually requires.
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