Energy demand

Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Research

America's largest power market cannot buy enough capacity
PJM’s 2026 capacity auction underscored a second consecutive year of capacity shortages.
Research

The marathon: Can behind-the-meter data center power solutions endure the decade in the US?
Data centers are scaling behind-the-meter power. The challenge now is endurance, cost, and choosing the best mix of strategies.
Research
