Admin

Publications

Renewables Valuations

August 28, 2025

Read Story

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

The Shift Back to Gas

August 1, 2025

Read Story

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

Crystal Ball

February 26, 2025

Read Story

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

Turbulence

February 21, 2025

Read Story

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

Paradigm Shift

December 30, 2024

Read Story

Topics wood mackenzie, data centers, electricity demands, forecast, grid congestion, consequences, seiple, new factories

Market Forecasts Post-Election

December 2, 2024

Read Story

Topics PTC, renewables, Start Construction, offshore wind, ITC, Batteries, IRA, Inflation Reduction Act, tariffs, Trump, Congressional Review Act, transition relief, storage, rescind, repeal, rollback, grandfather

Post-Election Outlook for the US Energy Transition

November 18, 2024

Read Story

Topics PTC, renewables, Start Construction, offshore wind, ITC, Batteries, IRA, Inflation Reduction Act, tariffs, Trump, Congressional Review Act, transition relief, storage, rescind, repeal, rollback, grandfather

Renewables Under Trump

September 10, 2024

Read Story

Topics solar, wind, renewables, tax credits, IRA, Inflation Reduction Act, Trump, outlook

FERC Order 1920 on Transmission: How Big a Deal?

June 25, 2024

Read Story

Topics FERC, cost allocation, Transmission, grid congestion, Order 1000, cost sharing, Rob Gramlich, Allison Clements, queue reform, Order 1920

California Decarbonization Dilemma

May 28, 2024

Read Story

Topics California, clean energy transition plan, CEC, load growth, decarbonization, Bodington
1234567

Stay Connected

Subscribe by Email