States Put Data Centers on Pause: Analyst Reaction
America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and loca...
24 Aug 14min
EV Boom Changes Lanes as New Markets Take the Wheel
The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, ...
20 Aug 31min
EU Electrification Push Lacks Pull: Analyst Reaction
Europe’s electrification ambitions are running ahead of its policies. The EU wants electricity to account for 46% of final energy consumption by 2040, but BNEF’s modeling suggests even a maximum-effor...
17 Aug 18min
Offshore Wind Is Outgrowing the Boats That Build It
Offshore wind turbines are getting too big for the ships that install them. BloombergNEF estimates more than 30 gigawatts of offshore wind installations could struggle to find suitable vessels through...
13 Aug 26min
Rhine Drought Drives Fuel Costs Up: Analyst Reaction
Europe’s energy supply chains are running out of water. Weeks of heat and drought have pushed Rhine water levels to exceptional lows, restricting barge traffic and sending gasoil freight rates to reco...
10 Aug 14min
Battery Tax Credits Are Rewriting US Solar Economics
US solar developers are building projects around batteries, not panels. Federal tax credits for energy storage are reshaping the economics of new solar projects, encouraging developers to install larg...
5 Aug 28min
China Builds Nuclear Power While the West Reinvents It
Nuclear power is gaining momentum around the globe, but the industry’s path has diverged. China and India are rapidly expanding conventional reactor fleets, while the US and Europe are betting on smal...
29 Juli 39min
Gas Is Letting Data Centers Grow Beyond the Grid
Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. ...
23 Juli 28min
