Capturing Value | Winning Strategies for Clean Energy Producers
Gevo recently announced the sale of carbon dioxide removal (CDR) credits from its North Dakota facility for the first time, following the acquisition of an ethanol plant with carbon capture capabilities nearly a year ago. This is one of several revenue streams within Gevo’s value chain (Figure 1), boosting credit revenue by 83% to $2.33/gallon […]
Fast and Permitted | Washington Clears the Way for AI
The White House recently released its AI Action Plan, a broad policy roadmap designed to cement American leadership in artificial intelligence. The plan includes sweeping executive orders aimed at removing regulatory barriers to accelerate infrastructure development, particularly in energy and data centers. One notable order, “Accelerating Federal Permitting of Data Center Infrastructure,” directs federal agencies […]
Big Tech is in Town | PA Powers Up
A combined $92 billion in energy and artificial intelligence (AI)-related investments were announced across Pennsylvania last week, with projects ranging from new data centers to natural gas plants and grid modernization efforts.
From Credits to Constraints: Navigating the OBBBA Energy Shakeup
The One Big Beautiful Bill Act (OBBBA), enacted on July 4, introduces sweeping changes to U.S. energy policy, significantly altering the tax credit landscape for clean energy projects.
Everything’s Bigger in Tech-SaaS | Fermi Plans 11 GW AI Campus With TTU
The Texas Tech University (TTU) System and Fermi America announced an 11 GW data center powered by a mix of natural gas, utility grid power, solar, wind and nuclear energy. The newly founded power company is building one of the largest behind-the-meter advanced energy and artificial intelligence campuses in the U.S., covering about 5,800 acres […]
It’s Getting Hot in Here | Heat Dome in PJM
A massive heat dome swept across the eastern U.S. last week, driving temperatures into the triple digits and pushing the PJM Interconnection grid to its highest peak load since 2006.
CO2 Gets a Raise | Senate Proposes 45Q Boost for EOR
The U.S. Senate proposed amendments to the One, Big, Beautiful Bill, increasing the 45Q tax credit for CO2 enhanced oil recovery (EOR) from $60 to $85/tonne, matching the rate for permanent sequestration. From an economic standpoint, this shift could have a meaningful impact.
Iran After the Strikes: Is the Oil Market Entering a New Phase of Stability?
In reaction to news of U.S. airstrikes on Iran’s nuclear facilities, Al Salazar, director at Enverus Intelligence® Research (EIR), released this statement explaining the significance on oil prices:
Middle East Conflict Jolts Energy Markets
The ongoing conflict between Israel and Iran continues to send shockwaves through global energy markets. Recent strikes on Iranian energy infrastructure by Israel have heightened concerns about supply disruptions and price volatility. As geopolitical tensions escalate, energy professionals are closely monitoring the situation’s impact on oil prices, market dynamics and long-term industry outlook. Targeted Strikes […]
Geopolitical tensions and oil prices rise due to the Iran-Israel conflict
In response to news that Israel has launched an attack on Iran, Al Salazar, director at Enverus Intelligence® Research (EIR), released this reaction explaining the significance on oil prices.