Honeymoon’s Over | From Spend to Return
Hyperscaler capex surge fuels data center demand and forces investors to weigh AI-driven revenue versus higher spending.
Solar PPA Activity Persists | A New Price Regime
Rising solar PPA prices Shift Energy Economics Solar PPA prices climb as developers proceed with projects; Enverus details impacts on solar, wind, and storage markets.
EV Lines Meet the Grid | LG Energy and Samsung SDI Pivot to Grid Storage
Discover how LG Energy and Samsung SDI are pivoting to grid energy storage as EV demand shifts and the BESS market expands.
Microsoft Break Checks CDR Market | A De Facto One-Buyer Market Holds Its Breath
Discover how Microsoft’s influence is reshaping the carbon dioxide removal market amid concerns of a purchasing slowdown.
Scarcity of the EUV Lithography Machine, Infinite Demand | The Limits of the AI Buildout
Learn how ASML EUV lithography shapes the AI boom, constraining chip production while demand surges across various technology sectors.
EPA Sets Record RVO Levels | Delayed Restrictions Keep Markets Steady
Explore the EPA’s historic Renewable Fuel Standard mandates and their effect on biofuel supply and market dynamics.
Small Modular Reactors, Big Signal | Talen Tests the Next Nuclear Chapter
The scrapping of a planned 600 MW expansion at the Stargate data center in Abilene, Texas, serves as a reminder that large load interconnection queues continue to be inflated.
Stargate Scales Back | OpenAI and Oracle Abandon Data Center Expansion
The scrapping of a planned 600 MW expansion at the Stargate data center in Abilene, Texas, serves as a reminder that large load interconnection queues continue to be inflated.
Geothermal Goes Public | CTR’s Listing Marks a Turning Point
Controlled Thermal Resources goes public, marking a pivotal moment for geothermal energy investment in the U.S. and its future growth.
PJM Capacity Market Expands the Price Collar | Stability or Scarcity Signal
This week’s ETT reviews PJM’s extension of its capacity market price collar through 2030 and new expedited interconnection track. While aimed at boosting new capacity, EIR finds the measures temporary as load forecasts remain more bullish than ours.