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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.

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.

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