2026 Power and Renewables Outlook for Energy Consultants: Navigating Demand
As energy advisors and renewable energy consultants prepare for 2026, the power sector is entering a period of rapid transformation. With data center growth, electrification, and evolving policy landscapes driving unprecedented changes, your clients need actionable insights to make informed investment decisions and optimize operational efficiency. The recent 2026 Power and Renewables outlook webinar delivered […]
Data Center Power Supply | Geothermal Turns Up the Heat
As demand for clean, firm power grows, particularly to supply data centers, geothermal is emerging as a compelling alternative to options like natural gas with CCS and nuclear.
Blue Freeze | Exxon Mobil Pauses Major Clean Hydrogen Project
Exxon Mobil paused plans for a blue hydrogen project at its Baytown, Texas, complex, which would have been among the world’s largest, citing insufficient market demand.
Queued Up | Shifting Ground for Large Loads
Enverus Intelligence® Research (EIR) estimates an average load growth of about 12 GW in PJM by 2035, driven primarily by data center load expansion. PJM’s independent market monitor filed a complaint arguing the grid operator has clear authority to delay interconnection of large new data centers until sufficient generation and transmission are available. The filing […]
Building Steam | Blackstone’s $1.2B Gas Play
Blackstone announced last week it will invest about $1.2 billion to build the Wolf Summit Energy Project in West Virginia as forecast load growth in the region continues to drive demand for baseload generation. In contrast to earlier announcements of data centers partnering with generators, this plant will instead sell power to a utility: Old […]
Solar Eclipse | What Pine Gate’s Bankruptcy Says About Renewables
Utility-scale solar and storage developer Pine Gate Renewables filed for bankruptcy last week, underscoring the growing pressure on renewable developers. The announcement follows months of speculation around the financial health of independent developers navigating a rapidly changing policy landscape. Developers have faced mounting challenges this year after the One Big Beautiful Bill Act (OBBBA) slashed project economics across the wind and solar sectors. The […]
Fission Vision | Why Data Centers Are Going Nuclear
Our latest research shows interconnection queues across major independent system operators have swelled with speculative requests from landowners betting on the AI boom, driving up utility timelines and pushing developers away.
Gas Plus CCS Powering Data Centers | Google’s New Blueprint
Google’s agreement last week to buy power from a 400 MW natural gas plant with carbon capture isn’t just a one-off deal — it could be a model for powering the AI boom. As our latest CCUS Fundamentals finds, this approach offers the lowest-cost, reliable source of low-carbon energy, setting a cost benchmark for the […]
From Sun to Core | Renewables Peak, Nuclear Builds Steam
Enverus Intelligence® Research (EIR) just released its long-term capacity expansion forecast, projecting rapid growth in solar capacity from 2025-35 alongside a steady battery buildout to bolster grid reliability. That outlook is already materializing. Torch Clean Energy recently selected Fluence Energy to deliver a 640 MWh battery system at its Arizona solar plant, aligning with the […]
From Green Light to Red Line | DOE Cancels $8B in Clean Energy Awards
The U.S. Department of Energy canceled nearly $8 billion in clean energy awards, with 99% of the cuts falling on blue states. California lost $3.3 billion and Oregon $1.5 billion, wiping out major hydrogen, CCUS and grid projects. Hydrogen funding took the biggest hit at $2.95 billion, including the collapse of California’s ARCHES hub, the […]