The Week in Energy – Sept. 26, 2025
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SAF Funding | Cleared for Takeoff?
Bill Gates-founded Breakthrough Energy Ventures recently unveiled a $150 million sustainable aviation fuel (SAF) fund aimed at accelerating the adoption of low-carbon jet fuels. The initiative, which includes strategic investments from Alaska Airlines and American Airlines, seeks to address one of SAF’s biggest hurdles: cost competitiveness. While U.S. producers benefit from production-side incentives like the […]
A RE-Cap of RE+ | Batteries Take Center Stage
Battery energy storage systems (BESS) dominated discussions at the recent RE+ conference, the largest clean energy event in North America. As long-term load continues to grow and grid dynamics shift, industry leaders and Enverus Intelligence® Research (EIR) agree that BESS can provide much needed load management and energy cost savings. Storage is now at the […]
CCUS Fundamentals | The High Cost of Carbon Capture
Enverus Intelligence® Research’s recently released CCUS Fundamentals highlights the extremely challenging economics of direct air capture (DAC). Our analysis finds DAC projects are only viable with support from premium carbon dioxide removal (CDR) credits. Currently quoted at ~$600/tonne, the credits are crucial for offsetting high capital and operating costs. A key milestone on the road […]
Watts Ahead | ISO Reality Check
Rising electricity demand is fueling independent system operator (ISO) interconnection requests and power prices across the Lower 48 — making it one of today’s hottest energy topics. Add the One Big Beautiful Bill Act’s tax credit changes for solar, wind and EVs, and the need becomes clear: Transparency is critical to discern which projected load […]
Lingering Embers | Delayed Thermal Retirements
U.S. power demand is rising for the first time in over a decade, driven largely by the rapid buildout of power-hungry AI data centers that require a constant, scalable and highly reliable supply. That’s putting baseload resources like natural gas, coal and even nuclear plants back in the spotlight. Enverus Intelligence® Research (EIR) has closely […]
From Core to Cloud | Nuclear’s Data Center Power Play
CEG’s 1.1 GW agreement with META, VST’s ongoing Comanche Peak negotiations for offtake contracts and NRG’s newly announced 295 MW power purchase agreement (PPA) are just a few examples of a trend gaining serious traction: Gigawatt-scale baseload is in high demand and data centers are willing to pay for it. AI growth is driving an […]
Fast and Permitted | Washington Clears the Way for AI
The White House recently released its AI Action Plan, a broad policy roadmap designed to cement American leadership in artificial intelligence. The plan includes sweeping executive orders aimed at removing regulatory barriers to accelerate infrastructure development, particularly in energy and data centers. One notable order, “Accelerating Federal Permitting of Data Center Infrastructure,” directs federal agencies […]
Big Tech is in Town | PA Powers Up
A combined $92 billion in energy and artificial intelligence (AI)-related investments were announced across Pennsylvania last week, with projects ranging from new data centers to natural gas plants and grid modernization efforts.
From Credits to Constraints: Navigating the OBBBA Energy Shakeup
The One Big Beautiful Bill Act (OBBBA), enacted on July 4, introduces sweeping changes to U.S. energy policy, significantly altering the tax credit landscape for clean energy projects.