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Enverus Intelligence® Research analyzes ERCOT’s Batch Zero large-load qualification, estimating that 55 projects (21.7 GW) are positioned to meet the July 15 requirements while 62 projects (37 GW) are likely deferred to Batch 1+. The report outlines key deadlines, financial-security requirements, and implications for projects navigating interconnection constraints.
BP simplifies structure, Devon targets Delaware, LNG expands and power demand drives new infrastructure investment across energy markets.
Enverus Intelligence® Research’s latest Strait of Hormuz outlook highlights a stocks-driven “higher for longer” setup, modeling OECD crude and product inventories falling from 2.82 Bbbl (YE25) to a 2.36 Bbbl trough in Q4 2026. The report also flags a potential $5–$10/bbl geopolitical risk premium that could remain embedded in Brent even as flows gradually normalize.
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