Clean Fuels Fundamentals: The Reckoning Phase
The clean fuels story has turned a corner. EIR’s 2026 Clean Fuels Fundamentals finds an industry in recalibration: credit exposure, policy clarity and margin durability have replaced breakneck expansion as the sector’s defining priorities.
Google Turns Up the Heat | Ormat’s Acreage Advantage Comes Into Focus
Explore the Smackover’s shift from lithium curiosity to competitive basin, as CVX, XOM and others expand DLE-focused acreage, pilots and offtakes.
Lithium Extraction: Key to the Smackover’s Future
Explore the Smackover’s shift from lithium curiosity to competitive basin, as CVX, XOM and others expand DLE-focused acreage, pilots and offtakes.
AI Needs Power | Siemens Delivers $1 Billion Grid Buildout
Discover Siemens’ $1 billion investment in power grid expansion to support AI infrastructure and meet soaring electricity needs in the U.S.
Engineered Geothermal Systems: Quest for Scalable Low-Carbon Baseload
Learn how engineered geothermal systems deliver scalable, low-carbon baseload power and why they matter for energy transition and grid reliability.
Back to Reality | PJM Revises Peak Load
PJM lowered its summer peak demand outlook to 160 GW from 164 GW, marking a meaningful shift from the more aggressive load trajectory it adopted in 2024.
Vistra Doubles Down on Data Centers
Vistra (VST) is wasting no time in 2026, positioning itself as a highly viable solution to the grid’s “reliability gap.” By acquiring 5.5 GW of dispatchable gas assets via a $4.7B Cogentrix deal, VST has secured its spot in constrained markets like PJM and ISO-NE.
Supersonic Shift: Boom Accelerates Distributed Generation
Aerospace-energy crossover Boom Technology, Inc. (trade name Boom Supersonic) is making waves beyond aviation with a recent deal to supply 29 Superpower 42 MW natural gas turbines, derived from its Symphony supersonic jet engine, to Crusoe. The AI infrastructure provider also disclosed 29 ~35 MW aeroderivative gas turbines from GE Vernova in 2024-25. The deals […]
2026 Energy Market Outlook | Long Lady Liberty
Our annual Global Energy Outlook highlights public infrastructure timelines continuing to lag the rapid pace of data center expansion, prompting hyperscalers to adopt behind-the-meter power solutions to accelerate availability. The outlook, published last month, summarizes our predictions on 2026 themes across energy markets, from the future of AI-driven energy demand to Permian gas supply increases. […]
2026 Power and Renewables Outlook for Energy Consultants: Navigating Demand
As energy advisors and renewable energy consultants prepare for 2026, the power sector is entering a period of rapid transformation. With data center growth, electrification, and evolving policy landscapes driving unprecedented changes, your clients need actionable insights to make informed investment decisions and optimize operational efficiency. The recent 2026 Power and Renewables outlook webinar delivered […]