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...
Arizona's Utility Regulatory Environment: Improving or False Dawn?
Arizona's utility regulatory environment has long been seen as one of the hardest in the country for investor-owned utilities to...
Enbridge Gray Oak Expansion Alone Won’t Relieve Future Permian Constraints
Enbridge Gray Oak expansion will relieve bottlenecks in the near term, but the basin will be constrained again by late 2025,...
Despite Warm Start to Winter, Recent Cold Heats Up Gas Premiums
Recent cold-temperature spikes across the U.S. have lifted near-term pricing after an extremely weak December...
Henry Hub and TTF Prices Collapse Following Low Temperatures
Recent drops in temperature on both sides of the Atlantic provided short-lived relief to a lagging storage withdrawal season on...
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