energy

With Congress repealing the EPA methane fee and EPA moving to unwind emissions reporting, Europe’s import regime has become the practical rulebook for U.S. LNG. The clock is ticking toward 2027, 2028, and 2030, when verified measurement and methane intensity limits will decide who gets to sell into Europe.

After a hard reset in 2025, sodium-ion is scaling fastest in Asia while U.S. projects wrestle with bankability, codes, and tariffs. Here is what matters now, where it can win first, and the steps utilities can take to turn pilots into bankable procurement.

In 2025 the U.S. moved from talking about HALEU to shipping it. New DOE allocations, contract extensions, and private deals are stitching together enrichment, conversion, deconversion, and fabrication on an aggressive 2025-2027 clock.

In 2025, the grid bottleneck is not turbines or panels but transformers. With multi-year lead times, copper and tariff shocks, and a thin workforce, these boxes now set the pace for U.S. power additions. See who benefits, what to fix first, and how to unlock gigawatts faster.

As DOE advances three priority NIETCs into Phase 3 and FERC Order 1920 compliance filings arrive in late 2025 and 2026, the rules for planning and paying for multi-state lines are changing. This is the roadmap and what to do now.

ERCOT will activate Real-Time Co-Optimization plus Batteries on December 5, 2025. Here is how the shift will reset battery revenues, renewable dispatch, scarcity pricing, and reliability in Texas over the first 90 days.

AI demand has arrived in force. PJM is moving big loads to the front of the line, tech buyers are inking firm-nuclear and gas-backed deals, and batteries are filling the peaks while everyone asks who pays for the buildout.

Treasury’s 2025 guidance and DOE’s 45ZCF-GREET model now define how U.S. producers earn the Section 45Z Clean Fuel Production Credit. See who can monetize through 2027, how carbon intensity scoring works, how to stack LCFS and RINs for bankable offtakes, and how to build fast.

FERC approved new inverter-based resource reliability standards that begin phasing in during 2026. See who is covered, the deadlines that matter, and how developers, OEMs, and utilities can turn compliance into a competitive advantage.

Spring decisions locked steep duties on Southeast Asian panels, then late-summer probes widened to India, Laos, and Indonesia. The market is pivoting to domestic and near-shore supply, thin-film is surging, and developers are repricing PPAs to buy certainty.

A pair of September–October 2025 supplier awards and a fully contracted 500 megawatts turned Fervo Energy’s Cape Station from pilot to bankable project. Here is what standardized 60 megawatt ORC blocks mean for utilities, data centers, and oilfield services.

DOE’s October cancellations ended the hub-first era. Here is a practical map of where hydrogen projects still work under 45V, which offtakes are real, and how to structure power and finance to survive 2030’s hourly matching.

VPPs are shifting from pilots to products. This 2025 guide shows where ERCOT and NYISO pay today, how PJM’s timeline sets up capacity revenue, and the telemetry, operations, and financing required to scale.

America’s first Jones Act wind turbine installation vessel is now working in Virginia. Charybdis reduces idle days, cuts costs, and de-risks schedules. Here is what it unlocks through 2028, what still blocks progress, and the moves that compound the win.

October reset the U.S. LNG narrative with a big greenlight in Texas and a courtroom stop in Louisiana. Here’s what the new approvals, legal headwinds, EPC bottlenecks, and grid constraints mean for who actually ships by 2030.

With NRC approval for Urenco USA to produce LEU+ and DOE-backed HALEU output continuing at Piketon, the U.S. fuel cycle hits an inflection point. Here is how LEU+ bridges the gap to HALEU, what changes by 2028, and a practical playbook to lock supply.

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Federal loan guarantees and sharper load forecasts show the U.S. grid shifting from planning to execution. Hyperscalers and utilities are racing to secure 24 hour supply with dispatchable capacity, big battery hybrids, selective on site generation, and next generation contracts.