Affordability Is All You Need
The U.S. power system is entering a period of rapid load growth driven by electrification, economic expansion, and AI-related data center development. Simultaneously, high cost-of-living is a central regulatory and political issue that constrains rate cases, limiting new build.
In this environment, affordability has become a binding constraint, selecting which capacity resources scale and earn durable returns.
Investing in Europe’s Grid of the Future: Resolving the Energy Trilemma
The European grid is at a crossroads, navigating a new era of load growth driven by electrification and AI. At the same time, unstable policies in the US has increased uncertainty at a time when many of its home-grown technology companies are looking to deploy at scale.
Capital Stack Formation for Commercial Fusion
With help from leading figures in fusion, we have developed a perspective on commercialization of the fusion sector, including a high-level framework with capital needs, a comprehensive market map, deal flow activity, and a view on how investors should position themselves amid the geopolitical race happening now.
Clean firm generation:Mapping the premier energy growth market of the next 10 years
Clean firm generation is essential to the growing and decarbonizing grid of the future.
Geothermal power generation market snapshot
Fervo Energy has emerged as a leader in the sector, has met or exceeded several technical and project milestones, and believes it has derisked its projects enough to attract debt financing to scale deployment.
Floating Offshore Wind
The offshore wind resource is massive, 71 TW per the World Bank.1 According to the International Energy Agency (IEA), the global offshore wind resource is 18x the world’s current electricity demand and, of this, 80% is floating and 20% is fixed
Seizing an Unforeseen Boom
The IRA, the Bipartisan Infrastructure Law, and the CHIPS & Science Act are mobilizing
historical levels of private sector investments for clean energy manufacturing in the US
Primer: Energy Storage
This primer looks at the role energy storage plays in utility scale energy and distributed energy and how it is changing the operation of the traditional centralized grid.