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.
Qatari LNG shutdown following U.S. military attacks removes 20% of global supply
Enverus Intelligence® Research analyzes how U.S. military attacks and a Qatari LNG shutdown removing 20% of global supply are driving global gas price risk, exposing limited LNG market flexibility across Asia, Europe and North America.
Enverus to acquire SBS to power AI-driven utility planning and engineering
Enverus has entered into an agreement to acquire Spatial Business Systems (SBS), an AI-enabled design automation platform for utilities and engineering teams. The acquisition strengthens Enverus’ ability to connect utility planning, engineering execution, and capital program intelligence.
Clean Fuels Fundamentals: The Reckoning Phase
The clean fuels story has turned a corner. EIR’s 2026 Clean Fuels Fundamentals finds an industry in recalibration: credit exposure, policy clarity and margin durability have replaced breakneck expansion as the sector’s defining priorities.
Fast‑track interconnection could lift U.S. power market reserve margins to 24% by 2030
New Enverus Intelligence Research finds fast‑track interconnection could lift U.S. power market reserve margins to as much as 24% by 2030.
Enverus releases 2026 Interconnection Queue Outlook
Enverus releases its 2026 Interconnection Queue Outlook, revealing how ISO market dynamics, utility strategies and grid constraints are shaping project viability and grid access across U.S. power markets.
Google Turns Up the Heat | Ormat’s Acreage Advantage Comes Into Focus
Explore the Smackover’s shift from lithium curiosity to competitive basin, as CVX, XOM and others expand DLE-focused acreage, pilots and offtakes.
Lithium Extraction: Key to the Smackover’s Future
Explore the Smackover’s shift from lithium curiosity to competitive basin, as CVX, XOM and others expand DLE-focused acreage, pilots and offtakes.
Global exploration signals early recovery as supermajors scramble for acreage
Enverus Intelligence® Research finds global exploration is showing early signs of recovery as success rates hold near 40%, despite activity remaining near historic lows — raising longer‑term oil and gas supply risks after 2030.
AI Needs Power | Siemens Delivers $1 Billion Grid Buildout
Discover Siemens’ $1 billion investment in power grid expansion to support AI infrastructure and meet soaring electricity needs in the U.S.