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.
Broad Reach, Longroad & Arevon climb gigawatt rankings
U.S. renewables developers Arevon Energy, Longroad Energy Holdings and Broad Reach Power showed the most improvement among the top 20 wholly owned renewable energy portfolios under construction in Q1, according to an analysis using Enverus Core data presented in the most recent issue of Energy Transition Pulse.
ISO Solar Market Screening
The levelized cost of energy (LCOE) serves as a valuable measure for assessing the economic viability of a specific project or energy source.
Powering the Digital Age | Data Centers and Energy
Questions around the relationship of data centers to energy demand are very quickly etching themselves onto the minds of industry and technology participants alike.
The Hype and the Realities of CCUS
The Enverus Intelligence® Research (EIR) Subsurface Innovation Team attended AAPG’s CCUS 2024 conference in Houston March 11-13. The conference, which also brought together SPE and SEG membership, hyped up the need for CCUS to offset the demand for fossil fuels, which according to our forecast is expected to grow from 103 MMbbl/d in 2024 to 108 MMbbl/d by 2030.
California Dreamin’ | Long-Term LCFS Price Forecast
Renewable fuel uptake has surged in California in recent years, contributing to a 141% increase in the California Low Carbon Fuel Standard (LCFS) credit bank surplus and resulting in a drop in credit prices from ~$185/tonne to $75/tonne from 2019 through 2023.