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.
Everything’s Bigger in Tech-SaaS | Fermi Plans 11 GW AI Campus With TTU
The Texas Tech University (TTU) System and Fermi America announced an 11 GW data center powered by a mix of natural gas, utility grid power, solar, wind and nuclear energy. The newly founded power company is building one of the largest behind-the-meter advanced energy and artificial intelligence campuses in the U.S., covering about 5,800 acres […]
It’s Getting Hot in Here | Heat Dome in PJM
A massive heat dome swept across the eastern U.S. last week, driving temperatures into the triple digits and pushing the PJM Interconnection grid to its highest peak load since 2006.
CO2 Gets a Raise | Senate Proposes 45Q Boost for EOR
The U.S. Senate proposed amendments to the One, Big, Beautiful Bill, increasing the 45Q tax credit for CO2 enhanced oil recovery (EOR) from $60 to $85/tonne, matching the rate for permanent sequestration. From an economic standpoint, this shift could have a meaningful impact.
Earth Powered Datacenters | Geothermal Heats Up
Big Tech is on the hunt for energy sources to meet the growing demand for clean, reliable power for artificial intelligence-driven data centers.