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Brief: Texas Solar +47% Y/Y in July
Jul 31, 2025
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Brief: Texas Solar +47% Y/Y in July

Solar generation growth remained a powerful source of demand destruction for the South Central gas market this month, as ERCOT’s average mid-day solar generation jumped more than 47% above average rates from July 2024.

ES #147: China v. U.S. is about energy
Jul 21, 2025

ES #147: China v. U.S. is about energy

China generated over 10,000 TWh of electricity in 2024, more than doubling total U.S. power output as the global AI resource race heats up

Brief: Record Texas Renewables
Jun 04, 2025
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Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

Brief: The Cusp of Summer Power Demand
May 29, 2025

Brief: The Cusp of Summer Power Demand

Daily power demand for the continental United States averaged over 5% above the previous 60-day rate this week, and demand for thermal power resources jumped to 3-month highs as wind faltered

ES #139: Expediting The U.S. Nuclear Renaissance
May 25, 2025

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y
May 18, 2025

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y

Year-to-date power generation data for the continental United States shows solar generation has outpaced all other fuels. Planned capacity growth suggests a structural shift to solar and natural gas for pre-2030 projects

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage
Apr 06, 2025

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

ES #130: The Strategic Case for Greenland
Mar 30, 2025

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Brief: Power Demand Growth from AI or AC?
Mar 25, 2025

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

ES #128: Tripling Global Nuclear Generation by 2050
Mar 16, 2025

ES #128: Tripling Global Nuclear Generation by 2050

Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050

ES #126: The Five Year Lead Time for New Gas Turbines
Mar 02, 2025

ES #126: The Five Year Lead Time for New Gas Turbines

Generation retirements to remove an outsized share of coal, natural gas, and petroleum-fired capacity from the US grid between 2025-2027 with replacements from solar, wind, and batteries.

Brief: Knock-On Effects of Open-Source AI
Jan 29, 2025

Brief: Knock-On Effects of Open-Source AI

Strong reactions to DeepSeek's open-source R1 model overshadow the knock-on effects for global energy markets.

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