commentary

The One Big Beautiful Bill Act (OBBBA) has redrawn the U.S. energy sector map. By scaling back clean energy tax credits and easing regulations on fossil fuels, the act has simultaneously cooled renewable investment and reignited traditional energy expansion. For dealmakers in the energy industry, this has created both headwinds and new openings, especially in […]

The true engine of America’s economy might surprise you. It’s not tech. It’s not artificial intelligence, finance, or manufacturing. It’s energy. Energy accounts for just 7% of America’s gross domestic product (GDP), but, as former FERC Chair Mark Christie put it, “it’s the foundational 7% … everything else in our economy and lifestyle flows from it.”

Here’s a fundamental truth: there is no AI without energy. And as the technology grows, its demand for energy, and carbon footprint, may never again be as small as it is today. Against this backdrop, debates over which energy source should power AI miss the point. AI’s appetite for energy—relative to what the grid has […]

Historically, the relationship between energy producers and consumers has been straightforward—energy companies produce energy, grid operators deliver that energy, and end users consume the energy they receive. Energy flowed in one direction, from generators to homes and businesses. Producers and consumers were easy to identify in this market because there was no overlap, and they […]

As nations compete for energy dominance, America’s policy framework demands strategic clarity and bold ambition, and nuclear must be at the center of it. As an advocate for an “all-of-the-above” approach where the U.S. invests in energy sources that make sense and are proven economically viable at scale, I champion natural gas for its flexibility, […]

For decades, fuel cell innovation has been guided by two main benchmarks: cost per kilowatt and stack durability. These remain important, especially in applications driven almost entirely by project economics. However, in many of the sectors where fuel cells are poised to make the biggest impact—including aviation, long-haul mobility, and distributed energy—traditional metrics no longer […]

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 […]

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 […]