Many of the largest data center owners (e.g. Google, Microsoft, and Amazon) are exploring the co-location of data center load adjacent to new or existing power plants. Energy regulators now struggle t...
READ MORE >
Did you get the Simpson’s Nuclear Power Plant play set with the Homer Simpson action figure for Christmas? No? You must not have been good this year, because it seems like nuclear power is all anyone ...
READ MORE >
On December 9, PJM proposed a series of changes to its capacity rules. These changes are designed to address: (i) the high clearing prices in the 2025/2026 auction, and (ii) the increasing risk of cap...
READ MORE >
The election was a resounding win for President-Elect Trump and provides him with a clear mandate to change federal energy policy. His ability to implement policies is further supported by the fact th...
READ MORE >
In late August, we wrote that while the result of the Presidential election will have a significant impact on Federal energy policy, it will not materially affect energy prices. We now have a somewhat...
READ MORE >