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The energy system is changing fast. Each week, Shayle Kann takes you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -...
After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than tra...
Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power user...
Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually...
Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, a...
Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to...
As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about...
A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid...
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what thos...
As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attenti...
Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent envi...
Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the g...
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residenti...
Why nuclear has never been project financed and how that might finally be about to change. Every nuclear plant ever built has ultimately bee...
What two decades of flat demand means for a grid now expected to double in size The US went from essentially zero load growth for twenty yea...
Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Va...
After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and tra...
US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under constru...
AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Do...
At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the pre...
Utility-scale clean energy projects in development are still facing connection queues and regulatory barriers. RE+ may be done for 2025, but...