Insights Across the Energy Value Chain

The S&P Global Commodities conference in Las Vegas brought together investors, developers, utilities, and hyperscalers at an inflection point for the power sector. Four themes dominated the conversation. Each one is directionally right. Each one is also commercially incomplete. Here’s...

Discover how LG Energy and Samsung SDI are pivoting to grid energy storage as EV demand shifts and the BESS market expands.

This week’s Energy Market Wrap covers offshore consolidation, midstream dealmaking, rising gas demand from data centers and restored support for U.S. DAC hubs.

Shell’s $22 billion acquisition of Arc Resources vaults the supermajor into a leading Montney position and underscores Canada’s strategic importance in global LNG and integrated gas growth.

Invoice-only AI can’t prevent pricing errors or budget surprises. Learn why AI in Source-to-Pay delivers better financial control through connected data and context.

Power is now the primary constraint on data center development; not land, not capital, not compute. With grid interconnection queues stretching five to six years in key markets and ISOs acknowledging only about 20% of queued generation is actually under...

Discover how Microsoft’s influence is reshaping the carbon dioxide removal market amid concerns of a purchasing slowdown.

Flywheel emerges in Ovintiv’s $3B Anadarko sale, Mach advances deep Anadarko gas, Rio Grande LNG clears construction hurdles, Chevron reshapes Venezuela exposure, and 2PointZero buys Traverse.

Energy trading fragmentation is a hidden operational tax. See how legacy trading workflows slow decisions and what connected workflow modernization looks like.