Category: Energy Transition

The U.S. Department of Energy canceled nearly $8 billion in clean energy awards, with 99% of the cuts falling on blue states. California lost $3.3 billion and Oregon $1.5 billion, wiping out major hydrogen, CCUS and grid projects. Hydrogen funding took the biggest hit at $2.95 billion, including the collapse of California’s ARCHES hub, the […]

The post From Green Light to Red Line | DOE Cancels $8B in Clean Energy Awards first appeared on Enverus.

“Beautiful, clean coal will be essential to powering America’s reindustrialization and winning the AI race,” Energy Secretary Chris Wright said earlier this week. With power demand accelerating, largely driven by artificial intelligence, and coal still accounting for 15% of U.S. generation last year, historical retirement targets for conventional generators are becoming increasingly unrealistic. The administration […]

The post Still Smoking | Coal’s Comeback in the Age of Clean Power first appeared on Enverus.

M&A activity in the natural gas-fired power sector accelerated in 2025, fueled by the rapid growth of AI and data center demand. The PJM Interconnection region emerged as a prime target for investors, with strong plant economics and strategic proximity to hyperscale infrastructure. Blackstone recently announced the nearly $1 billion acquisition of the 620 MW […]

The post Gas Deals Heat Up | Elevated Multiples Fuel M&A Activity first appeared on Enverus.

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The post The Week in Energy – Sept. 30, 2025  first appeared on Enverus.

Germany has reduced permitting delays but developers wonder if deployment targets are realistic

Battery energy storage systems (BESS) dominated discussions at the recent RE+ conference, the largest clean energy event in North America. As long-term load continues to grow and grid dynamics shift, industry leaders and Enverus Intelligence® Research (EIR) agree that BESS can provide much needed load management and energy cost savings. Storage is now at the […]

The post A RE-Cap of RE+ | Batteries Take Center Stage first appeared on Enverus.

U.S. power demand is rising for the first time in over a decade, driven largely by the rapid buildout of power-hungry AI data centers that require a constant, scalable and highly reliable supply. That’s putting baseload resources like natural gas, coal and even nuclear plants back in the spotlight. Enverus Intelligence® Research (EIR) has closely […]

The post Lingering Embers | Delayed Thermal Retirements first appeared on Enverus.

CEG’s 1.1 GW agreement with META, VST’s ongoing Comanche Peak negotiations for offtake contracts and NRG’s newly announced 295 MW power purchase agreement (PPA) are just a few examples of a trend gaining serious traction: Gigawatt-scale baseload is in high demand and data centers are willing to pay for it. AI growth is driving an […]

The post From Core to Cloud | Nuclear’s Data Center Power Play first appeared on Enverus.

The White House recently released its AI Action Plan, a broad policy roadmap designed to cement American leadership in artificial intelligence. The plan includes sweeping executive orders aimed at removing regulatory barriers to accelerate infrastructure development, particularly in energy and data centers.  One notable order, “Accelerating Federal Permitting of Data Center Infrastructure,” directs federal agencies […]

The post Fast and Permitted | Washington Clears the Way for AI first appeared on Enverus.

A combined $92 billion in energy and artificial intelligence (AI)-related investments were announced across Pennsylvania last week, with projects ranging from new data centers to natural gas plants and grid modernization efforts.

The post Big Tech is in Town | PA Powers Up first appeared on Enverus.

The One Big Beautiful Bill Act (OBBBA), enacted on July 4, introduces sweeping changes to U.S. energy policy, significantly altering the tax credit landscape for clean energy projects.

The post From Credits to Constraints: Navigating the OBBBA Energy Shakeup first appeared on Enverus.

The Texas Tech University (TTU) System and Fermi America announced an 11 GW data center powered by a mix of natural gas, utility grid power, solar, wind and nuclear energy. The newly founded power company is building one of the largest behind-the-meter advanced energy and artificial intelligence campuses in the U.S., covering about 5,800 acres […]

The post Everything’s Bigger in Tech-SaaS | Fermi Plans 11 GW AI Campus With TTU first appeared on Enverus.

A massive heat dome swept across the eastern U.S. last week, driving temperatures into the triple digits and pushing the PJM Interconnection grid to its highest peak load since 2006.

The post It’s Getting Hot in Here | Heat Dome in PJM first appeared on Enverus.

The U.S. Senate proposed amendments to the One, Big, Beautiful Bill, increasing the 45Q tax credit for CO2 enhanced oil recovery (EOR) from $60 to $85/tonne, matching the rate for permanent sequestration. From an economic standpoint, this shift could have a meaningful impact.

The post CO2 Gets a Raise | Senate Proposes 45Q Boost for EOR first appeared on Enverus.

Ambitious plan won ‘nationally significant infrastructure recognition’, but CfD funding pots are getting squeezed

Ambitious plan won ‘nationally significant infrastructure recognition’, but CfD funding pots are getting squeezed

Big Tech is on the hunt for energy sources to meet the growing demand for clean, reliable power for artificial intelligence-driven data centers.

The post Earth Powered Datacenters | Geothermal Heats Up first appeared on Enverus.

Adani Group is leading a massive renewables expansion in India’s Jaisalmer region, but research raises alarm on biodiversity in the region

Wind turbine manufacturing is one of the sectors that could be affected by a relaxing of EU rules on state aid for production costs

It’s been a long wait, but will the UK’s industrial strategy live up to expectations when it comes to offshore wind?

It’s been a long wait, but will the UK’s industrial strategy live up to expectations when it comes to offshore wind?

Now-deleted promotional material for game said it could help clear up ‘misconceptions’ for British teens regarding their negative views of oil and gas industry

Now-deleted promotional material for game said it could help clear up ‘misconceptions’ for British teens regarding their negative views of oil and gas industry

In response to the data center boom, the Texas House recently passed Senate Bill 6, which promotes oversight of large loads (exceeding 75 MW), particularly those with behind-the-meter generation.

The post Texas Senate Bill 6 | Stabilizing the Grid in the Load Star State first appeared on Enverus.

In a move that could upend the U.S. clean energy buildout, the House has passed the “One Big Beautiful Bill” Act—legislation that would gut core Inflation Reduction Act tax credits.

The post Vanishing Credits | Tax Incentives at Risk in House Bill first appeared on Enverus.

Next generation geothermal technology may offer data centre owners the ideal energy source

Xlinks’ proposed 4,000km subsea interconnector has stalled on CfD talks, but ‘Twiggy’ Forrest says his rival project can fly alone

Siemens CEO describes US tariffs as ‘manageable annoyance’ but takes a bow for conservative stance on US offshore wind

German utility to embark on massive renewable energy and grids investment programme

German utility to embark on massive renewable energy and grids investment programme

Where are data centers getting built? Who owns land locked up and where? These are common questions we are getting from clients.

The post Hidden in Plain Sight | Forecasting the Next Wave of Data Centers first appeared on Enverus.

Growing optimism that North Sea Summit Germany will host this year will serve as launchpad for building integrated offshore grid network

Growing optimism that North Sea Summit Germany will host this year will serve as launchpad for building integrated offshore grid network

Chilean ambitions to decarbonise copper and lithium mining industries and favourable conditions add to attraction of renewables