Four Signals the Power Market Sent at S&P Global
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 what the conference said, and the nuances our analysts think were missed. Gas Development M&A: […]
EV Lines Meet the Grid | LG Energy and Samsung SDI Pivot to Grid Storage
Discover how LG Energy and Samsung SDI are pivoting to grid energy storage as EV demand shifts and the BESS market expands.
The Week in Energy – April 24, 2026
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.
AI Needs Context: Why Invoice-Only AI Isn’t Enough
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.
Time to Power: How Data Center Developers Can Fast-Track Energization in a Constrained Grid
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 construction, the old model of waiting for the utility to catch up simply does not […]
Microsoft Break Checks CDR Market | A De Facto One-Buyer Market Holds Its Breath
Discover how Microsoft’s influence is reshaping the carbon dioxide removal market amid concerns of a purchasing slowdown.
The Week in Energy – April 17, 2026
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.
The Hidden Cost of Fragmentation in Energy Trading
Energy trading fragmentation is a hidden operational tax. See how legacy trading workflows slow decisions and what connected workflow modernization looks like.
Why Building Runsheets Still Takes Too Long — And What Actually Fixes It
Good title research demands more than document review. It demands context across every record, every party, every ownership change, held together simultaneously and applied with judgment. That is what separates a defensible runsheet from one that raises unanswered questions. The challenge is that most workflows were not designed with that demand in mind. Each document […]
Scarcity of the EUV Lithography Machine, Infinite Demand | The Limits of the AI Buildout
Learn how ASML EUV lithography shapes the AI boom, constraining chip production while demand surges across various technology sectors.