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    • Opinion
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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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    • Feature
    • Policy
    • U.S. market

    What did the OBBB actually do to the transferability market?

    A year later, the transferability market keeps growing — but not everyone can keep up.

    Bianca Giacobone
    Jul 1, 2026
    • News
    • Policy
    • Research

    As power shortfalls loom, Trump’s permitting blockade risks 92 GW of clean energy

    Wood Mackenzie estimates that $121 billion in solar, wind, and storage projects are exposed to extra federal scrutiny.

    Catherine Boudreau
    Jun 30, 2026
    • Analysis
    • Research
    • U.S. market

    The case for meeting load growth with renewables? $5 billion in savings

    Energy Innovation found that Trump’s fossil-forward approach puts customers on the hook for higher coal and gas costs by 2030.

    Catherine Boudreau
    Jun 29, 2026
    • Opinion
    • Policy
    • Regulation

    When governance can’t keep up, energy consumers pay

    How decision-speed failures in electricity markets transfer risk to the people least able to protect themselves.

    Jeanine Johnson
    Jun 29, 2026
    • Podcast
    • Nuclear
    • U.S. market

     Is commercial fusion finally near?

    Commonwealth Fusion Systems is pushing ahead on commercialization. We interrogate the timeline.

    Stephen Lacey Open Circuit
    Jun 26, 2026
    • Analysis
    • DATA CENTERS
    • Research

    Studies say data centers don’t raise rates. Does it matter?

    Two more studies have dropped into the middle of an intensifying debate over the impact of data centers on rising bills.

    Lisa Martine Jenkins
    Jun 24, 2026
    • Interview
    • DATA CENTERS
    • Policy

    Sen. Heinrich on what data centers can learn from SunZia

    Senator Martin Heinrich says developers looking to build infrastructure for the AI era are missing the mark on community engagement.

    Maeve Allsup
    Jun 23, 2026
    • Interview
    • Policy

    What Andy Burnham’s transit experience will mean for UK energy 

    Following a shakeup in Labour party leadership, Burnham is pushing public control of utilities as a fix for energy affordability.

    Catherine Boudreau
    Jun 22, 2026
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