Texas' grid notched new records this week, including a new all-time high net load of nearly 71 GW. Solar generation hit the highest and second-highest output in history over a four-day span.
Comparing regional LNG infrastructure development for the next five years as trade negotiations pose knock-on effects for long-term energy flows
US manufacturing activity ends a 26-month streak of sector contraction with yesterday's ISM manufacturing PMI. Meanwhile, China's retaliatory tariffs strike US energy exports.
A look at the energy market impacts of the Trump administration's tariffs on Canada and Mexico
Reactive supply fears boost prompt-month TTF to highest close of the year as EU gas inventories fall below 55% full before Feb 1
ERCOT renewable generation hit an all-time hourly record of over 38k MW this week before collapsing by 97% to 1k MW in fewer than four days
Strong reactions to DeepSeek's open-source R1 model overshadow the knock-on effects for global energy markets.
Why risks to domestic road fuel demand skew to the downside despite scrapped EV mandates.
Europe's gas supply fears escalate after the largest week-on-week draw on EU natural gas inventories since February 2021 despite relatively mild weather.
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.
President Trump signed over 40 presidential actions and revoked nearly two times as many in his first day back in office. Today’s Intel Brief focuses on the subset of Day 1 actions with the most direct consequences for domestic energy markets.
Lower 48 gas-fired generation grows over 4% Y/Y in 2024 to a new record 1.73 trillion kWh, increasing its share of CONUS electricity demand met to 42%.
