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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.

ES #122: Autonomous Vehicles & Declining Driving Activity
Jan 26, 2025

ES #122: Autonomous Vehicles & Declining Driving Activity

Why risks to domestic road fuel demand skew to the downside despite scrapped EV mandates.

Brief: $500B Stargate Project
Jan 23, 2025

Brief: $500B Stargate Project

A closer look at the $500 billion Stargate Project venture announced by OpenAI, NVIDIA, Oracle, and Softbank to build multiple data centers and new AI infrastructure across the US.

ES #120: 2025's Power Market Questions and Trends
Jan 13, 2025

ES #120: 2025's Power Market Questions and Trends

Power market trends to watch and questions to answer in 2025

ES #117: The DOE's Data Center Demand Growth Forecasts
Dec 23, 2024

ES #117: The DOE's Data Center Demand Growth Forecasts

The top takeaways from the DOE-sponsored 2024 US Data Center Energy Usage Report from the Lawrence Berkeley National Laboratory

Brief: The Top Sources of Load Growth Across N. America
Dec 18, 2024

Brief: The Top Sources of Load Growth Across N. America

What's causing load growth in each North American region according to NERC's 2024 LTRA

Brief: Tech Giants vs. the US' Nuclear Track Record
Dec 04, 2024

Brief: Tech Giants vs. the US' Nuclear Track Record

Tech giants like Meta aim to expand nuclear generation capacity by 2030, a feat that contradicts timelines under the pre-DOGE Nuclear Regulatory Commission.

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