Upcoming Webinar

On-demand Webinar

Election Aftershocks: Reading the Midterms Through a Power Lens

Friday, November 6, 2026
12:00 AM | Central Time

Webinar details

Is your power and infrastructure strategy ready for the Blue Wave?

The 2026 midterm results are in, and the balance of power in Washington is set to shape power and infrastructure policy for the next two years. 

Join Ian Nieboer, Head of Energy Transition Research, and Carson Kearl, Analyst, Enverus Intelligence® Research, as they break down what the results could mean for renewables, data center and power projects, and the capital behind them.

In this session:

  • Explore the potential shifts in federal support for renewables and storage
  • Understand the outlook for permitting and transmission
  • See how policy changes could affect the pace of data center buildout and the load growth behind it.

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Ian and Carson will also share early views on state-level outcomes, implications for gas and firm generation, and the key signals to track as the new Congress takes shape.

This session will test your current strategies against our analysts’ judgement and power research, you don’t want to miss this!

Speakers

Ian Nieboer, Managing Director, Enverus Intelligence® | Research (EIR)

Ian Nieboer

Head of Energy Transition Research, Enverus Intelligence® Research

Ian leads power and energy transition research at Enverus, where his analysis of PJM's interconnection reform, ERCOT load growth, gas turbine supply constraints, and data-center-driven demand is used by institutional investors and corporate development teams to price risk and identify opportunity in U.S. power markets. His work has informed advisory mandates for corporate and institutional clients on project siting, market entry, and asset valuation across ISO markets. Ian holds a bachelor's degree in engineering physics and applied economics from Queen's University and an MBA from IESE Business School.

Carson Kearl, Sr. Analyst, Power and Energy Transition Research

Carson Kearl

Senior Analyst, Enverus Intelligence® Research

Carson Kearl is a leading voice on digital infrastructure and its impact on energy markets at Enverus Intelligence® Research, where he leads the AI supply-chain & infrastructure team. His research covers data center capacity forecasts, critical paths to power, neocloud valuations and the upstream compute supply chain. For finance executives underwriting the AI buildout, Carson answers the question that ultimately decides returns: which projects get power, when, and at what cost.

About Enverus Intelligence® | Research, Inc. (EIR)

Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macroeconomic forecasts and helps make intelligent connections for energy industry participants, service companies, and capital providers worldwide. See additional disclosures here.

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