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.
Advanced Nuclear Goes Public | Old Science Makes a Comeback
This past week two companies in the advanced reactor space went public. Oklo Inc. (NYSE: OKLO) and Nano Nuclear (NASDAQ: NNE) had mixed opening days, with OKLO seeing nearly a 50% price drop from open and NNE trading up well above its initial offering price opening day.
For Equinor in the U.S., lithium door opens after another closes
Equinor is acquiring 45% stakes in two of Standard Lithium’s direct lithium extraction (DLE) projects in the Smackover Formation in Southwest Arkansas and East Texas, less than a month after closing the book on its U.S. onshore shale operatorship.
EPA’s Power Plant Rule | CCS or Retirement
On March 25, 2024, the EPA released its final rulemaking on the update to 40 CFR Part 60 implementing its New Source Performance Standards for New, Modified and Reconstructed Fossil Fuel-Fired Electricity Generating Units.
Offshore wind has taken a beating in U.S. Can it come back?
In March 2021, the Biden administration set a goal of deploying 30 GW of offshore wind capacity in the U.S. by 2030. These efforts have faced significant growing pains.
EV Hype | Waiting for a Supercharge
The pace of electric vehicle (EV) sales growth has slowed down based on the most recent North American EV sales data.