Data Center Demand Response | Participate, Power, Profit
Network infrastructure expansion will lag load growth, driven primarily by the rapid expansion of data centers to support artificial intelligence.
Carbon-Led Growth With BECCS | Ashes to Assets
The CDR market saw rapid growth last year, with BECCS at the forefront, accounting for 55% of total volumes transacted at an average disclosed price of $387 per tonne.
Power Market Evolution | Alpha to Omega
Publicly traded independent power producers (IPPs) are poised for a significant shift as renewable energy continues to reshape the generation mix. Enverus Intelligence® Research’s latest report explores how evolving generation and price forecasts will impact IPP profitability. The retirement of thermal plants across the Lower 48 presents a growing challenge for dispatchable generation. We project […]
Transmission Troubles | Infrastructure Lags Demand Growth
Enverus Intelligence® Research (EIR) and many others have published at length on the coming wave of load growth that starkly contrasts more than a decade of stagnation.
RENEWABLES ON CONTRACT | How Green Energy Locks in Profits
Since 2020, the demand for Power Purchase Agreements (PPAs) has surged, driven by tax incentives, corporate clean energy goals, and increasing power needs.
Long-Term Load Forecast Update | Data Centers Lead the Way
Enverus Intelligence® Research (EIR) has updated its long-term load forecast model, predicting a 30% increase in total U.S. power demand by 2050, down from the previous projection of 39%.
Reshoring Revival | Power and Policy
American manufacturing is experiencing a resurgence, driven by growing support for locally made products, tax incentives and tariffs that encourage domestic production.
NYISO 2025 Market Update: Challenges and Opportunities
Explore NYISO’s 2025 power market trends, including congestion, renewables, interconnection backlogs, and policy shifts shaping New York’s energy future.
Hyperscaler Expansion | From Growth to Grind
Hyperscalers’ capital expenditure forecasts show a split between expanding and maintaining data center (DC) capacity, with upkeep costs quickly outpacing growth spending.
Low Carbon Fuels | Unlocking Stacked Revenue Optionality
The clean fuels industry is at a critical juncture. An influx of low-carbon fuels has put downward pressure on U.S. credit prices, reshaping the economic landscape of the sector.