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Insights & Intelligence

Market Intelligence for Energy Innovation

Deep analysis of energy market trends, enterprise buying behaviors, and the hidden patterns that drive technology introduction and deployment success.

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States threaten to leave PJM without expanded role in grid operator

RTOs are a problem. Who is actually responsible for grid reliability and security and economics? Governors in PJM territory are demanding...

utilitydive

Sep 301 min read

America's Power Grid Is Increasingly Unreliable

Behind a rising number of outages are new stresses on the system

The Wall Street Journal

Sep 271 min read

Data Centers That Don’t Exist Yet Are Already Haunting the Grid

Speculative data center interconnection requests are distorting grid planning and potentially leading to over-investment and higher...

Wsj

Sep 241 min read

The AI Grid Grab

The financial risks associated with surging AI data center electricity demand and grid constraints (eg power shortages, backup use, etc)...

johndizard.

Sep 241 min read

Why is Grid Inertia Important?

Synchronous generation provides the "muscle" for a power grid. Despite the fervent wishes of renewable power advocates, synchronous...

greennuke

Jun 301 min read

Deloitte AI & Energy Survey

Grid constraints, slow interconnection, supply chain delays, and workforce shortages are key challenges along with load growth (mostly...

deloitte

May 311 min read

AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas

Electricity growth reality is looking like natural gas - even on the trading floor. View more; https://www.wsj.com/business/energy-oil/ai...

Wsj

Feb 281 min read

Data Center Fantasyland #1

Renewables supply only a fraction of new electricity loads in the PNW. As a result, data center operator statements about clean and...

rickdunn

Jan 311 min read

Liquid Hydrogen is Hard

Liquid hydrogen ventures are niche. Don't jump into them without major industrial gas company alignment. View more:...

cleanepic

Aug 23, 20241 min read

The False Promise of Carbon Capture as a Climate Solution

Large-scale carbon capture is unproven and costly. Storage and sequestration in massively inadequate. Maybe the value proposition should...

scientificamerican

Apr 30, 20241 min read

Welcome to the Electric Gauntlet

Surging electricity demand, retiring coal plants, transmission bottlenecks.... and the need for reliable firm capacity, here's the...

steelforfuel

Feb 29, 20241 min read

Visualizing the Flow of Energy-Related CO2 Emissions in the U.S.

Ever wondered what the relative scale and relationship between our macro energy use and emissions look like? View more:...

Visualcapitalist

Mar 31, 20231 min read

Bomb cyclone sparks fierce debate over grid readiness

Who is ultimately responsible for grid resilience? Protecting power plants against extreme winter conditions clearly isn't viewed the...

Eenews

Dec 31, 20221 min read

Dear Climate Activists: Please Take the Oil Money!

Considering hydrocarbon's size and balance sheet and history, climate progress at scale can't happen without critical mass (and dollars)...

Bloomberg

Nov 10, 20221 min read

Making natural gas emissions free

Fugitive methane emissions are a key part of the climate equation. Reducing those emissions is not impossible, but the lion's share in...

Economist

Jul 1, 20221 min read

Natural Gas: Key to Our Low Carbon Future

Our domestic natural gas ecosystem could and SHOULD be a much cleaner source of energy. View More: https://web.archive.org/web/2021032208...

Hartwell & Loche

Apr 30, 20221 min read

Construction Materials Can Benefit from Lower CO2

Real innovation isn't for the faint of heart. You need strategic vision and stakeholder collaboration because early on the economics...

Hartwell & Loche

Mar 3, 20221 min read

Washington looking at RNG from landfill gas

Washington State legislature looking at expanding RNG generation/delivery/access. You can buy this in WA with PSE, but don't have an...

Hartwell & Loche

Feb 28, 20221 min read

Dear Climate Activists: Please Take the Oil Money!

Considering hydrocarbon's size and balance sheet and history, climate progress at scale can't happen without critical mass (and dollars)...

Medium

Feb 4, 20221 min read

Sequestering solid carbon in concrete: A large scale enabler of lower carbon intensity hydrogen from natural gas

Partially replacing Portland cement with pyrolytic carbon would allow effective utilization of produced carbon at a scale that matches...

Hartwell & Loche

Dec 31, 20211 min read