Commentary
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Legal & Regulatory
Tariff Tempest: Renewables’ Route Through the Current Tariff Climate
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.
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Commentary
Deep Isolation Welcomes Presidential Action to Reinvigorate U.S. Nuclear Waste Disposal Program
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) […]
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Commentary
The Outlook for Energy M&A Amid Global Tariff War
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.
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Commentary
Microgrids with Hydrogen: Supporting Energy Systems for the 21st Century
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), […]
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Commentary
An Under-Appreciated Threat from Airborne Attacks on Large Nuclear Power Plants
Most of the 440 operable nuclear power plants (NPPs) currently deployed worldwide have long been recognized as potential targets for attack by enemy military forces or terrorists. Such an attack could not only destroy the power-generating capacity of the plant but also release a large plume of radioactive material having the potential to cause long-term […]
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Commentary
Nuclear Is the Key to Winning AI Race
The deciding factor in the artificial intelligence (AI) race may come down to our ability to provide new data centers what they need most: massive amounts of constantly available electricity. In the U.S., data centers and their need to accommodate AI account for about half the projected growth of electricity demand through 2030. But the […]
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Commentary
It’s Time to Build American Energy—but It’s Getting Late
The energy and technology sectors are merging, the demand for power is surging, and the battle lines that have defined energy policy debates for decades are being overtaken by events. To lead the world in artificial intelligence (AI) and—as Adam Smith envisioned—enable people to earn a better living with greater ease, America must learn to […]
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Commentary
Rethinking Emergency Power: Hydrogen and the Future of Disaster Resilience
Today’s energy resilience toolkit includes a growing array of technologies, including diesel generators, natural gas systems, lithium-ion battery storage, solar-plus-battery microgrids—and now, a new class of hydrogen-based solutions that generate clean electricity from moisture in the air. No single option is universally ideal, but understanding their strengths and applications can help communities build more robust and flexible emergency energy strategies.
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Commentary
The Erosion of Energy Affordability
Since 2024, America’s airwaves have been flooded with phrases like “nuclear renaissance” and “drill, baby, drill.” Energy affordability has occupied the minds of the president, state legislators, regulators, energy suppliers, and utility companies, as everyday Americans confront rising energy costs. States like California have seen an increase in electricity bills between 2021 and 2024 of […]
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Commentary
The Next Five Years Will Define U.S. Nuclear’s Fate
The U.S. stands at a critical juncture. We’re experiencing electric load growth for the first time in decades, as fierce global competition reshapes the energy landscape. Nuclear power, both the resurgence of fission and the promise of fusion, could secure our energy future and position the U.S. as the global leader in energy technology for […]
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