Quantifying US generation capacity if all capacity in interconnection queues reaches commercialization.
Battery EV sales slow as buyers turn to more reliable hybrid options
Asia's summer LNG rally erodes arb opportunity v. conventional bunker fuels
Focus shifts to reliable generation resources. Three fuels take the lead.
Canada's railway labor dispute and the risks to commodity markets and U.S. economic activity
and the follow-on effects for global supply chains, fuel demand, and instability
Overproduction, collapsing BO-HO spreads, and saturated D4 RIN markets complicate the near-term outlook, though new policy-driven incentives are set to take effect in 2025
