Back to Reality | PJM Revises Peak Load
PJM lowered its summer peak demand outlook to 160 GW from 164 GW, marking a meaningful shift from the more aggressive load trajectory it adopted in 2024.
Vistra Doubles Down on Data Centers
Vistra (VST) is wasting no time in 2026, positioning itself as a highly viable solution to the grid’s “reliability gap.” By acquiring 5.5 GW of dispatchable gas assets via a $4.7B Cogentrix deal, VST has secured its spot in constrained markets like PJM and ISO-NE.
Supersonic Shift: Boom Accelerates Distributed Generation
Aerospace-energy crossover Boom Technology, Inc. (trade name Boom Supersonic) is making waves beyond aviation with a recent deal to supply 29 Superpower 42 MW natural gas turbines, derived from its Symphony supersonic jet engine, to Crusoe. The AI infrastructure provider also disclosed 29 ~35 MW aeroderivative gas turbines from GE Vernova in 2024-25. The deals […]
2026 Energy Market Outlook | Long Lady Liberty
Our annual Global Energy Outlook highlights public infrastructure timelines continuing to lag the rapid pace of data center expansion, prompting hyperscalers to adopt behind-the-meter power solutions to accelerate availability. The outlook, published last month, summarizes our predictions on 2026 themes across energy markets, from the future of AI-driven energy demand to Permian gas supply increases. […]
2026 Power and Renewables Outlook for Energy Consultants: Navigating Demand
As energy advisors and renewable energy consultants prepare for 2026, the power sector is entering a period of rapid transformation. With data center growth, electrification, and evolving policy landscapes driving unprecedented changes, your clients need actionable insights to make informed investment decisions and optimize operational efficiency. The recent 2026 Power and Renewables outlook webinar delivered […]
Data Center Power Supply | Geothermal Turns Up the Heat
As demand for clean, firm power grows, particularly to supply data centers, geothermal is emerging as a compelling alternative to options like natural gas with CCS and nuclear.
Blue Freeze | Exxon Mobil Pauses Major Clean Hydrogen Project
Exxon Mobil paused plans for a blue hydrogen project at its Baytown, Texas, complex, which would have been among the world’s largest, citing insufficient market demand.
Queued Up | Shifting Ground for Large Loads
Enverus Intelligence® Research (EIR) estimates an average load growth of about 12 GW in PJM by 2035, driven primarily by data center load expansion. PJM’s independent market monitor filed a complaint arguing the grid operator has clear authority to delay interconnection of large new data centers until sufficient generation and transmission are available. The filing […]
Building Steam | Blackstone’s $1.2B Gas Play
Blackstone announced last week it will invest about $1.2 billion to build the Wolf Summit Energy Project in West Virginia as forecast load growth in the region continues to drive demand for baseload generation. In contrast to earlier announcements of data centers partnering with generators, this plant will instead sell power to a utility: Old […]
Solar Eclipse | What Pine Gate’s Bankruptcy Says About Renewables
Utility-scale solar and storage developer Pine Gate Renewables filed for bankruptcy last week, underscoring the growing pressure on renewable developers. The announcement follows months of speculation around the financial health of independent developers navigating a rapidly changing policy landscape. Developers have faced mounting challenges this year after the One Big Beautiful Bill Act (OBBBA) slashed project economics across the wind and solar sectors. The […]