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.
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.
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%.
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.
