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.
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.