Class VI Update 4Q24 | Tracking the Surge in CO2 Sequestration
EIR provides an overview of recent changes and additions to the growing list of Claas VI wells associated with CCS projects in the US.
DeepSeek R1 Breakthrough | Fresh Take on Power Demand
DeepSeek’s recently released open-source reasoning, large language model (LLM) V3-R1 has benchmarked closely to OpenAI’s o1 framework.
Queue Update | Decoding Project Probabilities
As renewable energy development accelerates, interconnection queues have become increasingly congested with an influx of projects looking to connect to the grid.
California Burning | Transmission Networks As a Source of Wildfire Risk
Enverus Intelligence Research (EIR) analyzes wildfire risk levels across the U.S. transmission network, as well as which transmission owners are the most at risk.
Stuck in the Queue | Suspensions Are Higher Than You Think
Interconnection queue durations across independent system operators (ISOs) have lengthened and the proportion of projects successfully reaching completion is shrinking. To explore this in detail, Enverus Intelligence® Research captures the average duration of each phase in a project’s lifecycle, the delays encountered at each stage and suspension trends across the project lifecycle. Variations in the […]
Finalizing the 45V PTC | Too Little, Too Late
The finalized 45V clean hydrogen production tax credit provides clarity and incremental flexibility for electrolytic (green) and methane-derived (blue) hydrogen developers but may still fall short of revitalizing the industry. The latest rules allow electrolytic producers to utilize retiring nuclear power, although data centers and tech buyers are likely to outprice this option, in our opinion. Delaying […]
Power and ET M&A Review | Deal Activity Tapers as Policy Uncertainty Escalates
Mergers and acquisitions in the energy and power sector reached $129 billion in the first three quarters of this year, up from $120 billion in the same period last year, despite a slowdown in the third quarter. Valuations are stabilizing as clean energy technologies mature, with a focus on operational efficiency and predictable cash flows. […]
Energy Transition Outlook | Industry Transformations in 2025
To mark the close of 2024, Enverus Intelligence® Research created a roadmap to the 2025 energy transition landscape, covering power, subsurface, low-carbon fuels and energy transition investment. As the industry continues to evolve, we find these key themes emerging in 2025: Highlights Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes […]
Tracking The Energy Transition Market | Nuclear, IPPs Soar; Solar Installers Hit by Policy Risks
TRACKING THE ENERGY TRANSITION MARKET | Nuclear, IPPs Soar; Solar Installers Hit by Policy Risks
Efficient Data Center Siting | Smart Locations for Peak Performance
Explosive growth in artificial intelligence and the increasing prevalence of cryptocurrency mining are sending data center expansion through the roof.