Energy production
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 great electrification: The power of the sun in the EU
Solar is central to Europe’s energy system, but midday concentration drives price declines and grid pressure. Battery storage is key to unlocking further growth.
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