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Energy & Infrastructure

Expert insights from Teneo on the energy transition, natural gas and energy storage, exploring how policy and innovation are reshaping global infrastructure.

Energy & Infrastructure

How Data Centers are Remaking the U.S. Electricity Sector –<br> Part One: The Surge in Demand How Data Centers are Remaking the U.S. Electricity Sector –
Part One: The Surge in Demand 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… September 22, 2025
The Lesson of St. Lucie The Lesson of St. Lucie 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… September 10, 2025
OB3’s Impact on U.S. Energy Storage: A Bump – or a Fork – in the Road? OB3’s Impact on U.S. Energy Storage: A Bump – or a Fork – in the Road? 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… August 4, 2025
Spanish Lessons in the Dark: Implications of the Iberian Outage for Energy Planners and Investors Spanish Lessons in the Dark: Implications of the Iberian Outage for Energy Planners and Investors On April 28th, Spain, Portugal and parts of Southern France experienced one of the largest power outages in European history. The blackout lasted over 10 hours in many areas, affecting approximately 60 million people, resulting in nine fatalities and causing an estimated €2B-5B in economic loss.1 To the credit of… May 19, 2025
All Resilience is Local: Implications of Federal Devolution of Disaster Preparedness & Response All Resilience is Local: Implications of Federal Devolution of Disaster Preparedness & Response President Trump’s second term administration has signaled its intent to pursue a devolution of federal responsibilities, favoring greater roles for state and local governments and the private sector. The shift is particularly evident in disaster resilience and preparedness, where the federal government has historically played a central role. We survey… May 6, 2025
UK Economic and Consumer Forecast: The Autumn Budget and its Long-term Impact on the UK Consumer and Economy UK Economic and Consumer Forecast: The Autumn Budget and its Long-term Impact on the UK Consumer and Economy Section 01: Executive Summary This week, Chancellor Rachel Reeves delivered Labour’s first budget in 14 years, kickstarting the age of big spending by government.​ The Labour Government embarked on a bold new strategy in this week’s Budget. Against a backdrop of low growth and lower fiscal revenues, Chancellor Rachel Reeves… November 4, 2024