Supply Chains

  • TREND: Down Go Electricity Prices

    A variety of factors have exerted downward pressure on wholesale electricity prices the past few years. EIA data suggest this may be a long-term spiral, not just a temporary hiccup.

  • Coal Ash Recycling Stalls During Regulatory Struggle

    As 2013 opens, the coal industry is waiting anxiously on a variety of proposals for regulating coal ash. A reclassification as hazardous waste could deal another blow to coal, but some industry observers suspect the worst is not yet to come.

  • Trend: The Nuclear Tortoise and the Natural Gas Hare

    The pendulum has recently swung back against nuclear as gas-fired power has surged in response to low prices and abundant supplies. Can nuclear ever regain its edge?

  • Why Swooning SWU Prices Will Continue

    Long a tightly controlled near-monopoly, the market for enriched uranium is finally about to see some meaningful foreign competition.

  • Rare Earths: China Strikes Back

    Facing increasing competition and a slumping economy, China is moving to strengthen its already robust monopoly over rare earth minerals vital to many advanced energy technologies.


  • Uranium and Nuclear Fuel: No Bottlenecks Ahead

    In addition to low prices for coal and natural gas, prices for uranium oxide are also gently falling. New supplies of uranium and enriched fuel should keep nuclear fuel prices stable for years to come.

  • TREND: U.S., Energy Exporter

    The U.S. has been blessed with enormous quantities of natural resources yet has long been a net energy importer. The shift from global purchaser to global supplier of fossil fuels is accelerating.

  • End Game for Rare Earth Dispute?

    The end of the long-running flap over access to markets for rare earth minerals may be in sight, driven by a combination of political and diplomatic pressure at high levels and the normal workings of the marketplace.


  • Bulls Beating Bears in Shale Gas Inquiry

    As the resource gets increased and more sophisticated scrutiny, natural gas from shale looks increasingly like a revolutionary force in energy markets. Most recently, the Washington-based environmental and energy think tank Resources for the Future rolled out a serious analysis of the new method of developing gas, and the issues it presents. The preliminary results look very positive for gas.

  • Solar Power’s Elephant in the Living Room

    Understanding the reliability and failure mechanisms of photovoltaic modules is crucial to understanding how well they will perform over time. But today there are no test standards in place to judge this crucial issue.