This isn’t demand destruction. It’s rationing.

• Analysis
• Policy
• U.S. market

Cutting efficiency programs saves money on this month’s bill — and raises costs for the next decade.

• Analysis
• DATA CENTERS

At least one off-grid developer, Fermi, has struggled to find a tenant.

• Analysis
• Resilience

This year’s could be the strongest in centuries, disrupting weather patterns and affecting utilities across the country.

• Podcast
• DATA CENTERS
• U.S. market

Live from Transition-AI in San Francisco, we stress-test Silicon Valley’s energy assumptions.

• Analysis
• Global markets

After putting tariffs on Canadian aluminum, the U.S. turned to Middle East imports. Now, the Iran war is creating a supply gap.

• Analysis
• DATA CENTERS
• U.S. market

The “emergency backstop procurement,” targeting 14.9 gigawatts, will be held in two phases.

• News
• Gov funding

The agency appears to be reinstating a small number of previously terminated awards ahead of Wright’s appearance on Capitol Hill.

• Interview
• Regulation
• U.S. market

Charles Hua of PowerLines on energy affordability, regulator power, and the influence of data centers.