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%.
Power market trends to watch and questions to answer in 2025
The top takeaways from the DOE-sponsored 2024 US Data Center Energy Usage Report from the Lawrence Berkeley National Laboratory
What's causing load growth in each North American region according to NERC's 2024 LTRA
Tech giants like Meta aim to expand nuclear generation capacity by 2030, a feat that contradicts timelines under the pre-DOGE Nuclear Regulatory Commission.
ERCOT hits $1,321/MWh as wind output collapses
The energy intensity for each real dollar of US GDP
Wind and solar output plummets in Europe's first Dunkelflaute of the year, sending power prices to their highest since August 2022's BTU shortage
Quantifying US generation capacity if all capacity in interconnection queues reaches commercialization.
China's electricity generation jumps to a September record of 802 TWh, led by a 47.8 TWh increase in thermal (coal) output
How seasonal VRE generation and power storage adoption affect regional wholesale power markets
