Energy Evolution

AI demand is intensifying the race to build advanced nuclear reactors

Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear

Global diesel shortages squeeze the Americas

Diesel markets are entering their most stressful stretch of the year as record prices, thin inventories and disrupted supply flows collide across the Americas. In this ep

War and decarbonization: Rewriting the UK and Europe's refining future

By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and

Why protesters want to slow America's data center boom

Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests h

Europe's electrification challenge: Can ambition meet reality?

The EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In

Balcony solar and EVs are giving consumers a greater role in grid flexibility

Balcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to de

Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters

In April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced fr

Grid operator PJM juggles reforms as power auction results hit price cap again

On July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of $325/me

Discussing Democrats' midterm message on energy

From his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including opposition to offshore wind projects,

Moving beyond the grid bottleneck with smart technology

Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity,

The summer stress test: How heat waves are rewiring Europe's power markets

Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that p

The new economics of renewable energy: Why transmission trumps technology

The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission

What California's launch of an extended day-ahead market means for the western US

Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it's going to come from. In response,

Cameco makes the case for large nuclear reactors

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small

How the Iran war is challenging and changing Europe's gas market

After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European ga

How battery storage is transforming the power grid

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent de

Discussing data centers' grid impacts with Amazon Web Services

The growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector.  US grid po

Beyond molecules: The rise of environmental commodities

In this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders. The conversation ex

How the war in Iran is accelerating Asia's energy transformation

In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy t

From crisis to resilience: How renewables are strengthening Europe's energy security

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's in