Consumers Energy's $456 Million Ask Is the Tip of a Much Bigger Rate Case Fight

Here's the number that should worry every LNG developer banking on power-sector demand: gas-fired generation contracted in 2026 versus 2025 across the UK, Netherlands, Turkey, Japa…

Mitsubishi Power's chief executive for Asia Pacific said the quiet part out loud this week in Singapore: order a large gas turbine today, and you're getting delivery "around 2031,"…

Here's the tell that the old grid governance model is cracking: the Federal Energy Regulatory Commission is now drafting new rules just to keep pace with how fast hyperscalers want…

Here's a number that should stop every energy-abundance advocate cold: just 7% of the uranium delivered to U.S. civilian reactors in 2025 was mined on American soil, according to E…

Here's the number that should reframe how you think about the AI power buildout: Kinder Morgan just committed $4.2 billion to a single pipeline, and it's not going to a utility, a…

For forty years the assumption underneath global finance was that resources show up when you need them: just-in-time delivery, globalized supply chains, infinite elasticity. That a…

Here's the uncomfortable math nobody wants to say out loud: an electrolyzer is, functionally, a very expensive and inefficient way to turn electricity into a different kind of elec…

For a century, grid planners built their reliability math around two peaks: the July heat wave and the January freeze. Everything in between was slack capacity, maintenance windows…

Riyadh's main airport has been hit four times. A Houthi strike last week set a fire at an Aramco administrative building in Dhahran. And through all of it, Saudi Arabia told OPEC i…

Congress has spent a decade talking about permitting reform while the queue of stalled transmission lines, nuclear projects, and renewable buildouts just kept growing. On September…

CoreWeave's stock and bonds just got hammered badly enough that its debt is trading at distress-like levels, and CEO Mike Intrator spent an internal memo insisting the market is be…

Here's the number that should stop every grid planner mid-sentence: the United States built roughly 1,500 miles of high-voltage transmission between 2022 and 2024 — total, across t…

Everyone obsessing over gigawatts is missing the simpler constraint sitting right next to the substation: nobody can find enough electricians to build the thing. At Bloomberg's New…

Anduril is about to build submarine components on the exact Maryland waterfront where US Wind once planned to fabricate turbine monopiles. That handoff, confirmed this week, is as…

Tuesday was a big day for fusion money and an even bigger day for the reason fusion money exists. Type One Energy announced a $200 million Series B led by Breakthrough Energy Ventu…

The European Commission didn't wait for winter to arrive before admitting defeat. With underground gas storage sitting at roughly 70% capacity in early October — the lowest level f…

A group of US lawmakers including Senator Elizabeth Warren sent a letter this week asking the Federal Energy Regulatory Commission to block the roughly $33.4 billion sale of power…

Two numbers moved through the nuclear finance world in the same week, and they tell very different stories about what "accelerating nuclear" actually means right now. The first is…

Eight years. That's the average time a project in PJM's interconnection queue waited to reach commercial operation in 2025, up from under two years in 2008, according to RMI's anal…