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    • Policy

    Tariffs won’t win America the industrial race

    By leveraging strengths like innovative financing, insurance, and corporate participation, the U.S. can still outbuild China.

    Vanessa Z. Chan Daniel P. Goldman
    Jul 28, 2026
    • Podcast
    • Sponsored
    • Partner
    • Global markets
    Critical Capital: Is this infrastructure’s once-in-a-generation moment?

    How a shifting world order is changing the game for infrastructure.

    Latitude Studios Open Circuit
    Jul 24, 2026
  • An aerial view of a construction site for Meta's Hyperion data center campus in Louisiana.
    • Analysis
    • DATA CENTERS
    • Policy
    Why energy bills may keep rising, even as utilities join Trump’s AI ratepayer pledge

    The White House is taking credit for customer savings. But real change may ultimately be up to states.

    Catherine Boudreau
    Jul 23, 2026
    • Analysis
    • Regulation
    • U.S. market
    PJM states don’t think it’s too big to fix

    But they’re pushing for reforms that would give them more power.

    Maeve Allsup
    Jul 22, 2026

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    • Analysis
    • Sponsored
    • DATA CENTERS
    • Research

    Survey: As community scrutiny grows, data center developers turn to on-site power

    While power availability remains the top challenge, 28% cite local opposition as a worsening barrier.

    Latitude Studios
    Jul 22, 2026
    • Analysis
    • DATA CENTERS
    • Research

    BNEF nearly doubled its forecast for US data center power demand

    The 2035 outlook marks an 83% jump since December, despite development risks like local opposition.

    Catherine Boudreau
    Jul 21, 2026
    • Analysis
    • Policy
    • Regulation

    Why repealing the Public Lands Rule made energy permitting trickier

    The Trump administration’s move eliminates a mechanism that could have smoothed the way for projects including transmission, renewables, and geothermal.

    Maeve Allsup
    Jul 20, 2026
    • News
    • Grid edge
    • Research

    Report: How California utilities value advanced transmission tech

    Mandatory filings found 85 near-term projects across the state that could leverage dynamic line ratings and high performance reconductoring.

    Maeve Allsup
    Jul 16, 2026
  • Utility line workerd
    • News
    • DATA CENTERS
    • Research

    Utilities request $18.6 billion in rate hikes so far this year

    The total is in addition to the record-breaking $31 billion utilities requested in 2025, a new PowerLines report shows.

    Catherine Boudreau
    Jul 14, 2026
    • News
    • geothermal
    • U.S. market

    Two months post-Fervo, XGS is weighing an IPO

    Another enhanced geothermal developer may be heading for the public markets.

    Maeve Allsup
    Jul 14, 2026
    • Commentary
    • DATA CENTERS
    • Policy

    How Trump’s attacks on offshore wind could put data centers at risk

    The Judgment Fund paid $2.7 billion to cancel those leases. The same tool could unwind the PORTS Technology Campus’s lease next.

    Nick Zenkin
    Jul 14, 2026
    • News
    • Global markets
    • Research

    How the 2026 climate tech market is shaping up so far

    Amid the AI boom, clean firm power solutions have dominated public listings and equity investments alike.

    Maeve Allsup
    Jul 13, 2026
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