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Southeast Asia Energy Security and LNG Dependence As geopolitical conflict intensifies, Southeast Asia’s energy landscape is being reshaped by LNG supply disruption, price volatility and heightened exposure to imported fuel systems. The U.S.-Iran war has triggered a sharp repricing of LNG and revealed structural vulnerabilities in supply chains,…
Europe Energy Market Outlook: LNG Competition, Price Volatility and Security As geopolitical disruption intensifies, Europe’s energy market is being reshaped by global LNG competition, price volatility and shifting supply dynamics despite relatively limited direct reliance on Persian Gulf energy flows. The Iran conflict has exposed how interconnected gas markets transmit…
As U.S. energy policy shifts under the One Big Beautiful Bill, the renewables sector is adapting to tighter incentives, supply chain constraints and rising power demand. This analysis examines post-OB3 market dynamics across solar, wind and storage and assesses what evolving policy, cost pressures and project selection mean for investment,…
Energy and infrastructure developers enter 2026 facing a compressed environment where surging demand collides with slow permitting, political timelines and supply chain constraints. This article examines how speed of execution, capital discipline and design for deliverability are becoming decisive advantages as time replaces capital as the scarcest resource.
Long duration energy storage (LDES) is a critical component of future energy systems. It stores energy for when it is needed most, enabling high penetration of renewable generation, industrial decarbonisation and reliable, secure and affordable energy for consumers. LDES stores and dispatches energy as power, heat or cooling for extended…
The U.S. energy system is being reshaped by accelerating demand, supply bottlenecks and intensifying risks. In this environment, inland liquefied natural gas (LNG) facilities—once considered legacy infrastructure—are emerging again as a practical and proven tool to enhance resilience and reliability. The question is no longer whether the system will be…
The energy transition has proven more complex than recently envisioned, with affordability, reliability and resilience emerging as critical counterweights to broad support for rapid decarbonization. In this environment, natural gas is not a step backward but a practical, scalable energy foundation that enables progress while supporting long-term sustainability goals. To…
The developments surveyed in the second article, in our three-part series exploring how data centers are remaking the U.S. electricity sector, will have lasting implications for the design, operation and regulation of the U.S. energy sector – implications that are likely to transcend the current data center mania. In our…
The release of ChatGPT, with its potentially momentous implications for energy demand growth, is only a couple of years old. Yet as sketched above, the novel challenges it presents to the U.S. electricity system have already begun to result in innovations with potentially fundamental implications. In the second article in…
The U.S. electricity sector is entering a period of transformation unlike anything in its history. At the heart of this change is the explosive growth of data centers, driven by AI, cloud computing and digital infrastructure. This is the first article in a three-part series, exploring how this unprecedented demand…
On September 3, 1979, Hurricane David—a Category 5 hurricane that devastated the Dominican Republic—approached Hutchinson Island, a barrier island on the Atlantic Coast of Florida. On that island, barely one mile wide, St. Lucie Nuclear Power Plant Unit #2 was under construction and only 26% complete. The high winds toppled…
The U.S. Battery Energy Stationary Storage (BESS) landscape is being buffeted by two major policy shifts: first, changes to the subsidy regime for BESS and manufacturing—particularly the imposition of Foreign Entity of Concern (FEOC) restrictions under the One Big Beautiful Bill Act (OB3), which disqualify FEOC-linked content from key tax…
