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Data Center Blowback

July 31, 2026

Topics gas, renewables, California, storage, data center, opposition, regulatory concerns, bankability, anger, electricity prices, power industry effects

June 9, 2026

Topics solar, wind, construction start, tax equity, tariffs, physical work, debt, interest rates, FEOC, market pause

February 18, 2026

Topics solar, wind, tariffs, Trump, permitting reform, Congress, federal approvals, Burgum, mid-term elections, nuclear

January 29, 2026

Topics Cost of Capital, Tax credit sales, tax equity, data centers, debt, bridge loans, spreads, volume, interest rates, DSCR, private credit, preferred equity partnership

January 16, 2026

Topics Renewable Energy, solar, wind, data centers, federal permits, Trump, electricity demand, FEOC, construction-start headlines, Interior

September 1, 2025

Topics solar, wind, renewables, data centers, Trump, outlook, post-2026, 2027, OBBBA

August 28, 2025

Topics solar, wind, Cost of Capital, renewables, data centers, prices, valuation, returns, equity, drivers

August 1, 2025

Topics challenges, gas, construction delays, politics, turbine wait times, installed cost, CCGT

February 26, 2025

Topics Tax Credits, regulations, Inflation Reduction Act, guidance, Trump, Congressional Review Act, transition relief, scalpel, repeal, budget reconciliation, funding pause

February 21, 2025

Topics financing, Insurance, tariffs, Trump, domestic content, renewable energy market, approval delays, DeepSeek, executive orders, inbound investment, slowdown, electricity demand