Energy Gang

Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid

Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consu

A new market for AI compute: What GPU futures could mean for energy

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-s

Demand for power generation and grid equipment is booming. Can the industry keep up?

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners

America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from th

Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward p

Is fusion power here at last? The imagined energy of the future is becoming very real right now

The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that j

Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americ

Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new

The new politics of power: What's really driving up American electricity bills? And what can we do about it?

US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of

Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it

How AI is changing the natural gas industry

There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for genera

The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions

The conflict in the Middle East has created severe disruption to shipping traffic through the Strait of Hormuz, taking roughly 20% of global supplies of liquefied natural

It is too hard to build things in America: Can permitting reform begin a new era for energy investment?

America is facing an energy supply crisis created by surging demand for electricity from data centres. A transition to a lower-carbon system requires massive investment i

How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators

The era of stagnant electricity demand in the US is over. Data centres, electrification, and reshoring of manufacturing are driving a surge in demand that is stronger tha

Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two

The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance F

Data, power and dollars: financing the AI energy boom | live from the ACORE finance forum in New York

The numbers are staggering. The “magnificent seven” Big Tech companies are expected to have combined capital spending of about $800 billion this year. Data centres’ elect

A new toll on global energy: Can Iran permanently control the Strait of Hormuz?

Ten weeks into the war with Iran, the Strait of Hormuz remains largely closed. The ceasefire is officially holding, but occasional attacks on ships and installations cont

Uber's electric bet on electric vehicles: What does the rise of EVs and autonomous vehicles mean for the future of mobility?

The past year has been challenging for electric vehicles. In the first quarter of 2026, US EV sales were about 27 per cent below their level in the first quarter of last

Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.

When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went