EPA Sets Record RVO Levels | Delayed Restrictions Keep Markets Steady
Explore the EPA’s historic Renewable Fuel Standard mandates and their effect on biofuel supply and market dynamics.
Small Modular Reactors, Big Signal | Talen Tests the Next Nuclear Chapter
The scrapping of a planned 600 MW expansion at the Stargate data center in Abilene, Texas, serves as a reminder that large load interconnection queues continue to be inflated.
Stargate Scales Back | OpenAI and Oracle Abandon Data Center Expansion
The scrapping of a planned 600 MW expansion at the Stargate data center in Abilene, Texas, serves as a reminder that large load interconnection queues continue to be inflated.
Geothermal Goes Public | CTR’s Listing Marks a Turning Point
Controlled Thermal Resources goes public, marking a pivotal moment for geothermal energy investment in the U.S. and its future growth.
PJM Capacity Market Expands the Price Collar | Stability or Scarcity Signal
This week’s ETT reviews PJM’s extension of its capacity market price collar through 2030 and new expedited interconnection track. While aimed at boosting new capacity, EIR finds the measures temporary as load forecasts remain more bullish than ours.
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.