Commentary

The challenge posed by surging demand for electricity from data centers and high-performance computing facilities presents an ideal time for innovative energy solutions that efficiently improve grid reliability and increase the availability of clean, affordable electricity. Not only does the U.S. risk missing more than $100 billion of artificial intelligence (AI) market growth over the […]

The U.S. is bracing for a reality where artificial intelligence and data centers overwhelm the power grid, and rightfully so, as America seeks to lead the global AI race. But this push is coming at the same time that the federal government is reshuffling fiscal priorities and prioritizing energy independence. While that dynamic may seem like a challenging juxtaposition, one thing is clear: regardless of political affiliation or preferred priority, if the U.S. wants to lead the world in AI, it must power it first.

The fleet industry is approaching a pivotal juncture, with electrification increasingly positioned as a potential path forward for businesses working to reduce emissions and operating costs. Yet, during this period with evolving expectations and uncertain environmental regulations, the direction and pace of this transition remain fluid. While momentum is building around the shift from traditional […]

As billions of dollars flood into the historically niche electricity sector, U.S. power generation is having a moment and entering what may be its most consequential investment cycle in decades. The U.S. power space saw record levels of capital investments in 2024. These billions in new investments are coming not just from legacy participants, but […]

IBEW International President Kenneth W. Cooper on June 29 issued the following statement on Senate Republicans’ draft reconciliation bill, the so-called “Big Beautiful Bill” that threatens several sectors, including renewable energy: “This budget reconciliation bill is a direct attack on working families, shoveling tax breaks to the rich while turning its back on the people […]

As Donald Trump took office in January, the administration immediately declared a national energy emergency, explaining that “we need a reliable, diversified and affordable supply of energy to drive our Nation’s manufacturing, transportation, agriculture, and defense industries.”   Both ends of the political spectrum agree that the U.S. desperately needs more power on the grid—among other […]

The advent of President Trump’s second term has heralded significant changes for the U.S. energy industry, and savvy private equity investors are adapting. Six months down the road, the reprioritization of investment opportunities by such savvy private equity investors has delineated some clear—and familiar—near-term winners. Two of the top five private equity investment trends in […]

A revolution is underway in the nuclear energy sector. For the first time in decades, the field is brimming with urgency, ambition, and capital. Buoyed by growing energy demands, geopolitical recalibration, and climate pressures, nuclear power is undergoing a renaissance, one that will be driven not just by next-generation reactor designs, but by the materials […]

The future of energy is rapidly evolving. The explosion of artificial intelligence (AI) and the enormous energy infrastructure it demands will continue to drive unprecedented electricity needs. Goldman Sachs projects that U.S. power demand could grow by as much as 20% by the decade’s end, in large part due to the construction of data centers. These […]

As artificial intelligence (AI) usage and sophistication grows, questions about the sustainability of the traditional model of utilizing huge, centralized data centers are frequently raised. Hyperscale data centers handle most AI workloads today, but they come with high energy demands and environmental costs.