Energy Supplies Strained by AI in the U.S. Southeast
While the stock market is cooling off from its AI fervor, energy markets continue their march towards a world of increasing...
Ohio Utility Proposes New Data Center Tariffs, Angers Tech Giants
In May 2024, AEP Ohio opened a proceeding (Docket 24-05058) with the Public Utilities Commission of Ohio, proposing to create two...
Batteries Begin to Turn the Tide on Ramp Rates
Throughout the United States, utilities and grid operators continue to pivot from an era of flat electrical demand to one in...
As DAC Scales, Margins Will Depend on High Utilization
Last month, Climeworks announced that Mammoth, their newest Direct Air Capture facility, began removing CO2 from the atmosphere....
U.S. Data Centers Risk European Gas Supply
This Insight examines AI’s impact on U.S. natural gas and electricity markets, and the subsequent effects on U.S. LNG exports and...
U.S. Utility Commissions Hear Natural Gas Concerns Around Electrification
Utility commissions in the U.S. are hearing arguments about the cost, pace, and feasibility of electrification and its effects on...
Regulatory Changes in Nova Scotia Aim for Clean Energy Future
As FactSet introduces coverage of Canadian rate cases to the Workstation, the following article highlights Nova Scotia's...
Better Late than Never: Trans Mountain Expansion Completion Imminent
Canada’s Trans Mountain Pipeline Expansion project, which has faced numerous hurdles since its proposal in 2013, will likely see...
New EPA Rules Target Power Plant Emissions
Yesterday, April 25th, the EPA unveiled their final carbon pollution standards for power plants.
CAISO Curtailments Rise as Prices Fall
California ISO (CAISO) has developed an extensive renewable energy infrastructure, positioning itself not only at the forefront...
Potential Sour Crude Deficit Looming in the Gulf
More than half of Mexico’s heavy sour crude oil exports end up in the U.S., which is key for refining along the Gulf Coast.
Major Chinese Oil Demand Forecasts Could Be Too Bullish
For the last decade, global oil demand growth has been driven by China, but outlooks differ on whether this dynamic will be...
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