Energy

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Energy Targets In The Sights Of Two Theaters Of War

Bombing energy targets feature heavily in both the war in Iran, and the war in Ukraine. While there are tactical similarities, strategic differences have massive impacts.

ByAriel Cohen,

Contributor

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Iron Vs Carbon: Funds Surge For Makers Of Batteries That Store Power For Days

Form Energy raised $750 million to boost output of iron-based batteries, on the heels of Antora raising $550 million for thermal batteries made from carbon

ByAlan Ohnsman,

Senior Editor

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The Solar Dilemma: Build Local Or Buy Cheap From Overseas?

Should the U.S. buy cheap imported solar panels to power the AI boom or reshore manufacturing? Washington faces a trade-off between energy security and affordable power.

ByKen Silverstein,

Senior Contributor

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Dearth Of Reliable Data Plagues Crude Oil Market Assessments

A dearth of reliable data created by the fog of war in the Middle East has rendered global crude oil market estimates hard to trust.

ByDavid Blackmon,

Senior Contributor

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AI Data Centers Are Driving Up Electric Bills. Who Pays?

Who pays for the enormous grid investment required to serve data centers — the companies building them or consumers?

ByJason Kirsch,

Contributor

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Dutch Project Produces First Green Hydrogen On North Sea Gas Platform

The PosHYdon project in the Netherlands has achieved a world-first by producing its initial batch of green hydrogen on an active North Sea natural gas platform.

ByGaurav Sharma,

Senior Contributor

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Re-Assessing RPS Critical To Address Energy Affordability Challenges

States can lower PJM electricity costs by reforming renewable portfolio standards, opening credit markets and eliminating policies that create artificial scarcity.

ByDan Eberhart,

Contributor

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Mexico Won’t Frac All Their Basins, Yet They Keep Importing U.S. Gas

Mexico’s president wants to develop shale to replace gas imports from U.S. But she also wants to avoid fracking impacts on freshwater aquifers.

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Can Tariffs Boost U.S. Solar Component Production?

This week’s Current Climate newsletter also looks at who gets electricity when the grid is under strain and boom times for clean energy investment

ByAlan Ohnsman,

Senior Editor

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Renewables Are Booming. So Why Aren’t Fossil Fuels Declining?

Solar overtook wind in global electricity generation in 2025 as renewables surged, but rising global energy demand still prevented fossil fuel consumption from declining.

ByRobert Rapier,

Senior Contributor

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How A Battery System In Malawi Solves More Than Blackouts

A 20-megawatt battery in Malawi is replacing lost hydropower, cutting diesel costs, and offering a blueprint for grid reliability across Africa.

ByKen Silverstein,

Senior Contributor

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U.S. Declared An Energy Emergency, Then Paid $4 Billion For Less Energy

Trump's administration paid energy firms nearly $4 billion to cancel offshore wind projects during a declared energy emergency. Less power, later, at higher cost.

ByIngmar Rentzhog,

Contributor

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What Multibillion Dollar Industrial AI Deals Say About The Market

The global energy and industrial AI segment is seeing accelerated consolidation and strategic partnerships pointing to a survival of the cleverest.

ByGaurav Sharma,

Senior Contributor

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Why The Hydrogen Economy Is Taking Longer Than Promised

Hydrogen hasn't disappeared, but reality has caught up with the hype. As costs, geopolitics and policy reshape the market, the industry's next phase begins.

BySverre Alvik,

Contributor

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Every AI Power Announcement Comes With A Gigawatt. Few Come With A Commitment.

AI infrastructure now arrives in gigawatts, but announced, permitted, contracted and delivered capacity are four different things.

ByGüney Yıldız,

Contributor

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Why The Texas Power Grid Needed Gov. Abbott To Pause The Data Center Boom

Here’s why “behind the meter” projects should have nothing to fear from Texas Governor Abbott’s new data center audit.

ByChristopher Helman,

Senior Editor

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What Are Hyperscalers? The Companies Driving The AI Infrastructure Boom

Discover what a hyperscaler is, which companies dominate the market, and why these cloud giants are investing billions in AI and data centers.

ByRobert J. Szczerba,

Contributor