Commentary

We know the current energy grid isn’t enough to handle today’s needs. Across industries, the demand for power is accelerating at rapid-fire speed. Over the next five years, electricity demand from artificial intelligence (AI)-optimized data centers is projected to more than quadruple, according to the International Energy Agency. Fueled by AI use, the U.S. is […]

According to the U.S. Department of Energy, more than 70% of the nation’s grid transmission lines and transformers are more than 25 years old, straining under the pressures of rising electrification and renewable integration. As power producers, utilities, and grid operators push toward decarbonization targets, the need for more intelligent, responsive, and resilient grid infrastructure […]

As Labor Day beckons, the hottest conversation topic isn’t a hit movie or summer pop anthem, but rather the widespread shock that ratepayers are seeing amidst unexpectedly high power bills. While widely predicted in the spring to those in the industry, this development is already causing headaches for operators and serving as an unpleasant surprise […]

In the past decade, we have seen “once in a century storms” almost every year, flash floods wiping out entire towns, and extreme heat that melts shoes on pavement. Our climate is becoming more extreme, and we need to be proactive in preparing our infrastructure for more to come. The annual average for U.S. billion-dollar […]

With billions of dollars pouring into the sector from power players like Google and Amazon, the data center industry is having a moment. But this surge in investment and interest has also brought up serious questions—particularly around how we are going to power these massive computing engines. According to the U.S. Department of Energy, data […]

Everybody is now jumping on the pro-nuclear bandwagon. With U.S. electricity demand ramping up due to the rapid build-out of energy-intensive data centers across the country, there is finally broad political and business support for dispatchable 24/7 nuclear power to help meet projected load growth and ensure overall grid reliability. The Trump White House, the […]

The power and utility sector underpins every part of modern life, from residential comfort to industrial productivity. Yet, as the global energy landscape evolves, so must the internal operations that keep these organizations running. COMMENTARY With total U.S. power use expected to reach around 4,189 billion kWh in 2025, and 4,278 billion kWh in 2026, […]

Artificial intelligence (AI) is evolving, and so is the demand for the infrastructure behind it. However, for those looking to build a sustainably conscious system, this growth raises a crucial question: What does an energy-efficient data center system look like? While rightfully, much of the attention has focused on controlling energy usage of bigger systems […]

 Yes, you need to shut off the power … 60-plus-mile-per-hour winds whipping down the mountains, ample dry vegetation in their path, and a significant population in the wildland-urban interface (WUI) with unassuming residential areas beyond. These conditions set the stage for catastrophic fires, including those in Eaton Canyon in Los Angeles, California, in 2025, and in […]

The explosive growth of hyperscale data centers is reshaping the power sector at unprecedented speed. In just a few short years, load requests from data center operators have gone from occasional filings to a full-on wave of gigawatt-scale development across North America. While much attention has been paid to the trend of co-locating data centers […]

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.

In the ongoing effort to improve the profitability of energy production and delivery while mitigating the risks, companies are incorporating artificial intelligence (AI) to drive more powerful, effective analytics. This technological leap is critical as the industry navigates evolving demands, embraces new sources, and strives for greater efficiency, reliability, and sustainability. However, some energy companies […]

Nuclear reprocessing technology has advanced significantly in the 80 years since aqueous technologies were developed near the end of World War II, thanks to innovation from the private sector in the U.S. Having taken up the challenge of developing a proliferation-resistant, efficient, and profitable way to recycle used nuclear fuel, American companies like Curio are […]

The U.S. solar industry has increasingly begun to rebrand itself as “MAGA-friendly,” emphasizing cost savings, energy independence, and job creation over climate concerns. This shift marks a departure from its traditionally left-leaning roots, as companies attempt to appeal to conservative consumers and policymakers. Some solar companies have changed their messaging to align with Trump-era rhetoric, […]

The U.S. Environmental Protection Agency (EPA) on June 11 proposed to repeal the agency’s Carbon Rule. America’s Power president and CEO Michelle Bloodworth released the following statement: “America’s Power commends EPA for proposing to repeal the Carbon Rule. The repeal will make our nation’s electricity system more reliable and electricity prices more affordable, and enable […]

Former EPA employees at the Environmental Protection Network (EPN) strongly oppose the Environmental Protection Agency’s (EPA) proposal to repeal all federal limits on greenhouse gas (GHG) emissions from fossil fuel-fired power plants and to rescind the most recent update to the Mercury and Air Toxics Standards (MATS). These proposals represent a sweeping dismantling of critical […]

The Trump administration moved forward with a controversial market intervention last month, ordering the aging J.H. Campbell coal-fired power plant in Michigan to remain open through the summer. The plant had been slated for retirement on May 31, and the unprecedented move, relying on the administration’s previous declaration of an energy emergency, raises a host […]

The current state of play for tariffs is creating headwinds and challenges, along with complexity and uncertainty, for global economies and certainly the renewable energy industry. While the renewable energy sector is no stranger to tariffs and the “challenge” they present, knowing the current status of such tariffs is the first step to developing mechanisms for dealing with them in a way that can give your project the best chance at success.

Deep Isolation, a leading innovator in nuclear waste disposal technology, in a news release said the group applauds the suite of executive orders signed by President Trump on May 23. The orders prioritize revitalizing the nuclear industrial base, accelerating the deployment of advanced reactors, and advancing spent nuclear fuel (SNF) and high-level radioactive waste (HLW) […]

The uncertainty surrounding the global tariff war is reshaping the landscape of mergers and acquisitions (M&A) within the energy sector. This dynamic environment presents both challenges and opportunities for investors, compelling them to navigate a complex web of trade policies, supply chain disruptions, and geopolitical shifts.

Why microgrids with hydrogen for backup power will create significant benefits for consumers and utilities. The energy grid in the U.S., particularly in regions like California, Texas, and the Northeast, is overstretched and increasingly unable to meet modern demands. California’s grid, for instance, is facing unprecedented strain with the sale of more electric vehicles (EVs), […]