Guyana's medium Payara Gold erases its brief premium over Brent as West Coast refiners' concerns about U.S. tariffs on Canadian crude imports fade
Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050
Money managers removed over 150 million contracts of long interest in Dutch TTF over the past three weeks as warm weather and new regulations ease imminent storage risks
President Trump reaffirms plans to hit Canada with tariffs on March 4 and revokes Chevron's special license to operate in Venezuela.
Plus: Anti-fossil traffic light coalition posts massive losses in German chancellorship election, opening the door for new natural gas and nuclear generation capacity in Europe's largest economy
TTF plummeted over 8% in the first half of Thursday's trading as EU members states met to debate terminating the bloc's gas storage targets after TTF extended its two-week rally over $17/MMBtu through Oct '25.
Dutch TTF hits a two-year rolling prompt-month high of $16.482/MMBtu as European gas markets test the limits of the bloc's supply-side fears
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.
Power market trends to watch and questions to answer in 2025
Tech giants like Meta aim to expand nuclear generation capacity by 2030, a feat that contradicts timelines under the pre-DOGE Nuclear Regulatory Commission.
EPA finalizes Waste Emissions Charge rules as directed by the IRA while market carbon prices respond to the US presidential race
FERC denies request for expanded power sales to AWS' data center campus, forcing the data center industry to evaluate new approaches to meet demand from large load customers.
