energy

On April 24, 2025, Texas regulators approved new 765 kV import paths into the Permian Basin. Here is what that means for congestion, power prices, oilfield electrification, and the state’s data center buildout through 2030.

AI-driven load and policy shifts are reshaping U.S. power planning through 2030. Federal signals slow coal exits, Texas funds dispatchable capacity, the Southeast resets timelines, and data center PPAs move from virtual to physical with capacity and fuel wraps.

A federal injunction restoring work on Ørsted’s Revolution Wind reshapes legal and financing assumptions for U.S. offshore wind. Here is how the ruling affects political risk, WACC, OREC and PPA clauses, insurance, and lender covenants in 2025–2026.

With Russian enriched uranium blocked as of August 11, 2024 and waivers ending after January 1, 2028, the United States has launched a $2.7 billion push to rebuild fuel supply. Here is how 2025 is unfolding, who is winning and losing, and what to watch through 2028.

FERC’s 1920-A keeps the 2024 transmission rule intact, extends the launch of the first long-term regional planning cycles to as late as mid-2027, and elevates states in scenario design and cost allocation. See what utilities, RTOs, and commissions should do now, how it aligns with DOE’s NIETC process, and what it means for siting and costs.

New IRS and DOE rules made Section 45Z real in January 2025. The math and registration timing are pushing value from sustainable aviation fuel to renewable natural gas. See who wins, who loses, and how to plan through 2027.

AI demand and spiking capacity prices have jolted the Mid-Atlantic. Governors are challenging PJM’s authority, pressing for control over who pays, who builds, and which market rules will reshape the grid. Here is the playbook for the next two years.

EPA has moved to end federal greenhouse gas reporting and repeal power-plant CO2 standards, creating a national emissions data gap. Here is how state programs, utility planning, capacity markets, corporate procurement, and project finance will adapt next.

The West is splitting into two day-ahead hubs as CAISO’s EDAM starts in 2026 and SPP’s Markets+ aims for 2027. See who is joining which market, the go-live timeline, and what the split means for prices, reliability, congestion rents, and investment signals.

Congress compressed the 45Y and 48E timelines and the IRS ended most of the 5 percent safe harbor. Here is what the July to September 2025 reset means for project finance, tax credit sales, supply chains, interconnection, M&A, and 2026 to 2027 build rates.

In April 2025 the IMO advanced a global carbon price paired with a fuel intensity standard that could upend refinery margins, LNG bunkering, and demand for green methanol and ammonia. Here is what changes by 2027 and who wins or loses.

DOE restarted LNG export approvals and eased commencement extensions, reviving Gulf Coast projects just as Europe moves to curb Russian LNG by 2027. Here is what it means for prices, ships, contracts, and risk.

With Congress voiding EPA's methane fee and EPA removing it from the books, methane accountability is shifting to buyers, financiers, and states. EU import rules and satellite detection will reshape U.S. gas and LNG contracts, pricing, and market access in 2025-2027.

Treasury’s January 2025 45V rule extends annual matching through 2029, locks in 45VH2 GREET for carbon accounting, and tightens deliverability and verification. With DOE reviewing hub awards, early movers will favor firm power, hourly EACs, and sites that can prove grid deliverability by 2030.

June 25, 2025 put real fuel in play. Centrus delivered 900 kg of HALEU to DOE and won a production extension through June 30, 2026, just as the Russian uranium import ban that took effect on August 11, 2024 drives the market toward a hard stop on waivers by January 1, 2028.

FERC just set the next arc for grid cybersecurity and winter readiness. A virtualization-ready CIP rewrite, tougher supply chain rules that reach PCAs, and an upgraded extreme cold standard are now on the clock. Here is what changes, when it hits, and how to budget for 2026.

A September 22 ruling lets Ørsted’s Revolution Wind restart after a federal halt. Here is how the decision narrows BOEM’s stop-work latitude, shapes the appeal path, and affects Connecticut, Rhode Island, supply chains, and winter reliability.

States now have more say in who plans and pays for big wires. With PJM capacity prices spiking and data center demand soaring, here is what FERC 1920-A changes, where bottlenecks bite, and a 12‑month plan to put steel in the ground fast.