Boost for Nuclear Resurgence
The U.S. Department of Energy has issued a $1.52 billion conditional loan guarantee to Holtec International for the reopening of the shuttered Palisades Nuclear Plant in Michigan.
The Role of Residential Solar + Storage for Grid Load Optimization
U.S. federal and state governments are incentivizing distributed energy generation technologies like residential solar and storage to speed up decarbonization.
Long-Term Load Forecast | Re-Energized Rate of Growth
Enverus Intelligence® Research’s (EIR) long-term load forecast model considers historical drivers of power demand across the Lower 48. It forecasts the total load in the U.S. to grow 42% by 2050 from today due to population growth, increased data center demand, cryptocurrency mining growth, carbon capture and storage (CCUS), green hydrogen plant demand and electric […]
Capital Currents | Financing the Energy Transition
A look at the capital pools available to different energy transition technologies.
Chinese Electric Vehicles | Up and to the Right
China has proven itself to be a leader in clean energy development across the board, with the nation installing more than 200 GW of solar capacity, surpassing the combined efforts of the rest of the world.
Data Centers | Trading the Growth Story
The hype around data center growth and associated power demand is high and wide-ranging. Enverus Intelligence® Research (EIR) has developed a proprietary data center load forecast that has been helping power project developers identify business expansion opportunities, as well as potential equity trades, based on our forecast load growth. Our recent report, AI-Driven IPP Expectations: […]
Green Hydrogen | Europe’s Energy Security Blanket
This ETT covers a report that delves into the impact of policy frameworks propelling Europe’s clean hydrogen evolution while scrutinizing the ramifications of potential shortfalls in meeting 2030 green hydrogen targets. With a focus on key regions and industries, the report assesses the production dynamics and demand drivers of green hydrogen, alongside an evaluation of transmission networks and import strategies.
Advanced Reactors | The Tech of Tomorrow
This ETT covers EIRs recent report reviewing advanced nuclear technologies.
Quantifying Texas’s CCUS Dominance I Carbon Innovation
The Inflation Reduction Act spurred a surge of project announcements and developments on the molecules side of the energy transition, creating numerous opportunities for capital deployment.
Chinese Import Tariffs Rise | If You Can’t Beat Them, Tax Us
The anticipated end of a two-year reprieve on solar panel tariffs from China coincided with unexpected tariffs on other energy transition-related sectors.