But China's March crude imports offer positive demand signal
Cumulative lower 48 solar output through April 20th jumps 41.5% Y/Y to 65.2 billion kWh, marking the fastest growth among U.S. generation resources.
China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets
The underappreciated power demand growth from air conditioning needs in developing equatorial regions
M23 rebels captured new territory in mineral-rich provinces in the Democratic Republic of Congo, the source of over 70% of global cobalt production and 10% of global copper supplies.
ERCOT's wind and solar fleet broke all-time generation records this week, hitting a new high of nearly 40 GW on Tuesday before ERCOT solar notched a new high of 26.3 GW this afternoon.
Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050
Price action reflects the aftermath of hedge funds slashing long interest in Dutch TTF by more than 165 million contracts in the four weeks since TTF's mid-Feb rally
U.S. solar generating capacity grew 50 GW in 2024, accounting for 66% of all new U.S. generating capacity added last year, according to today's SEIA report.
The IEA predicted a plateau or peak in global coal demand four times in four years... and was wrong each time. Asia's geopolitical and socioeconomic priorities will continue to dictate energy policy.
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.
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
