Beyond the Chip: Rewiring Data Center Supply Chains
As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloads are accelerating the move toward liquid cooling...
4 Feb 34min
How Co-Located Batteries Are Reshaping Solar’s Future
After years of rapid expansion, the buildout of solar power is starting to slow. Capacity additions are set to dip slightly in 2026, the first decline since BloombergNEF began tracking the market. At ...
29 Jan 31min
Power Grid Spending Surges But Capacity Still Lags
Investment in power grids is rising fast. Worldwide, spending on this critical piece of infrastructure rose 17% last year. Yet higher outlays are not necessarily translating into new capacity on the g...
22 Jan 28min
AI’s Tilt from Clean Power to Gas: Analyst Reaction
Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tippin...
16 Jan 12min
Oil, Gas and Metals in 2026: What to Watch This Year
Commodity markets are in a period of upheaval. Wars, sanctions and political shifts have already rewired global trade, and a new wave of pressures is coming into focus. A liquefied natural gas glut is...
14 Jan 36min
Where Venezuela’s Oil Fits in the Global Market: React
What the recent US action in Venezuela means for global oil markets is still an open question. While the prospect of additional oil is drawing interest, high production costs, infrastructure constrain...
9 Jan 11min
Progress Amid Fragmentation: Energy Transition to 2030
The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in so...
8 Jan 15min
LNG, Biofuels and the Future of Maritime Transport
Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up fuel tanks. New ship-building and navigational tech...
31 Des 202533min
