National Grid’s $1.75B Bet | Joulent Shows What It Takes to Justify New Gas
National Grid’s $1.75B stake in Joulent highlights greenfield gas plant economics and why JV, PPAs, and M&A beat standalone builds.
Big News, Bigger Assumptions | Reassessing FRVO’s Valuation
Fervo Energy valuation examined: Enverus warns of water-loss, thermal drawdown, and capex hurdles for EGS.
Jade Without the Builder | Crusoe Out on Wyoming’s 1.8 Gw Project
Project Jade Wyoming data center update: Crusoe out of 1.8GW Cheyenne campus; impacts on queue risk, interconnection and investors.
Betting on Load | NextEra and Dominion Energy Merge
Examining NextEra-Dominion utility merger load growth assumptions, demand scenarios and potential regulatory hurdles.
Honeymoon’s Over | From Spend to Return
Hyperscaler capex surge fuels data center demand and forces investors to weigh AI-driven revenue versus higher spending.
Solar PPA Activity Persists | A New Price Regime
Rising solar PPA prices Shift Energy Economics Solar PPA prices climb as developers proceed with projects; Enverus details impacts on solar, wind, and storage markets.
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.
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.
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.
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.