Independent intelligence covering electricity, batteries, grids, EVs, renewables and the technologies reshaping global energy.
EIA reports U.S. uranium production more than tripled in 2025, reaching its highest since 2017, strengthening domestic supply but not proving self-sufficiency.
EIA reports U.S. LNG exports rose 23% in the first half of 2026 as capacity increased, with implications for gas supply, power costs and pipeline planning.
DOE closed a $1.9 billion loan to restart the Duane Arnold nuclear plant, advancing financing while execution, licensing and operating risks remain.
DOE says the Energy Secretary acted to keep Florida coal generation online, raising questions about reliability needs, operating costs and plant exit plans.
DOE highlights federal involvement in Mid-Atlantic electricity reliability during hot weather, putting peak demand and operational flexibility in focus.
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Source: National Grid ESO Carbon Intensity API (open data).
Pulling the wire…
EIA reports ERCOT weekly average electricity load remains near a record, highlighting sustained demand and the importance of supply availability and flexibility.
DOE presents Trump’s energy agenda as benefiting US energy workers, putting the focus on how policy priorities translate into projects, jobs and costs.
DOE announces action to secure the Carolinas grid before a holiday weekend, highlighting reliability concerns and questions over costs and implementation.
EIA links higher pump prices to elevated crude costs and crack spreads, highlighting fuel-cost exposure for drivers and a variable in EV ownership economics.
Utility integrated resource plans filed in 2026 show data-center-linked load additions exceeding historic peak growth in several ISOs, shifting siting decisions toward firm capacity.
Owners of two shuttered light-water plants filed regulatory engagement plans this quarter, with commercial power purchase counterparties disclosed in filings.
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