Still Smoking | Coal’s Comeback in the Age of Clean Power
“Beautiful, clean coal will be essential to powering America’s reindustrialization and winning the AI race,” Energy Secretary Chris Wright said earlier this week. With power demand accelerating, largely driven by artificial intelligence, and coal still accounting for 15% of U.S. generation last year, historical retirement targets for conventional generators are becoming increasingly unrealistic. The administration […]
Pipeline Dreams: Alberta’s Crude Ambitions
Alberta’s government is pushing for a new oil pipeline to bolster the province’s oil industry and economic outlook. Enverus Intelligence® Research sees real opportunity here, but also a tangle of questions around production capacity, environmental impacts and the durability of global oil demand. With demand still trending upward, Alberta believes it can help fill a […]
Overcome CAISO and IESO Power Market Challenges With Enverus Newest Load Forecasting Solutions
In the fast-evolving energy sector, accurate forecasting is critical for grid reliability, operational efficiency and market success. As of September 2025, the California Independent System Operator (CAISO) and the Independent Electricity System Operator (IESO) in Ontario face unique challenges driven by renewable integration, surging demand and market shifts. Enverus has recently released new advanced forecasting […]
The Week in Energy – Oct. 3, 2025
This week’s energy headlines are packed with strategic divestments, offshore breakthroughs and infrastructure growth across the Americas and beyond. Here are the top stories shaping the market: Additional Developments International stories this week include GeoPark entering Argentina’s Vaca Muerta shale play and TotalEnergies selling stakes in Norwegian fields. Black Bayou Energy has received FERC approval […]
Gain a Power Trading Edge in PJM With Next Level Grid Forecasting
PJM’s power market is a high-stakes arena of volatility and opportunity. With Enverus Short-Term P&R Forecast now expanded to PJM, market participants gain a powerful edge through automated production cost modeling, congestion decomposition and fundamental forecasts, delivering transparent, physics-based insights to conquer PJM’s complexity. In this blog, we explore PJM’s unique dynamics and show how […]
Gas Deals Heat Up | Elevated Multiples Fuel M&A Activity
M&A activity in the natural gas-fired power sector accelerated in 2025, fueled by the rapid growth of AI and data center demand. The PJM Interconnection region emerged as a prime target for investors, with strong plant economics and strategic proximity to hyperscale infrastructure. Blackstone recently announced the nearly $1 billion acquisition of the 620 MW […]
The Week in Energy – Sept. 26, 2025
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Gas Pains: Western Canada’s Pricing Puzzle
Western Canadian gas prices are at a crossroads. The big question we’re debating with clients and colleagues is how liquefied natural gas (LNG) exports will affect domestic prices. As Alberta and British Columbia contend with bouts of negative pricing at the AECO gas trading hub, meaning producers are paying buyers to take their gas instead […]
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 […]
Thriving Through Volatility: How Streamlined Cash Flow Powers Supplier Success
In today’s energy industry, suppliers face a volatile environment shaped by shifting oil prices, shifting tariffs, and increased merger and acquisition (M&A) activity. These trends make for an uncertain landscape, but they also open the door to significant opportunities as global energy usage is projected to rise in the decades ahead. For example, in 2024, […]