Coal-fired power plants have long been portrayed as outdated, expensive burdens on the American grid — relics that must be retired to make way for “cheaper” renewables. But the data tells a very different story. Energy Bad Boys (analysts Mitch Rolling and Isaac Orr) have delivered the receipts with a rigorous analysis of real-world operating […]
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ENB Pub Note: This is a great post on LinkedIn from Doug Sheridan, and we highly recommend following him. The FT reports that NY is confronting a tightening electricity supply just as demand begins to rise after a decade of stagnation. For years, NY expected electricity demand to remain flat, helped by efficiency gains. Regulators […]
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China’s aggressive push to power its rapidly expanding AI data centers with renewables is running into practical resistance from grid operators, who warn that the sector’s inflexible power demands could increase reliability risks and complicate grid planning. Industry analysts and officials told Reuters that Beijing’s strategic goal of having renewables supply the majority of electricity […]
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There is a difference between Red and Blue States The headline from a June 19, 2026, OilPrice.com article captures a striking tension in U.S. energy policy: solar is repeatedly called “the cheapest power in human history” by sources like the IEA, yet multiple states—particularly blue ones—are dialing back aggressive renewable targets amid rising costs, reliability concerns, […]
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ENB Pub Note: This is from the Great Kathryn Poter, at Watt-Logic, and it is on point. Here is a transcript of a speech on grid stability that I gave to the International Energy Credit Association in Valencia on 16 June 2026… …………………………… Good morning, and thank you for inviting me to speak here today. […]
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New York’s electricity grid is facing growing reliability risks, according to the state’s grid operator. In its latest assessments and the 2025 Power Trends Report, the New York Independent System Operator (NYISO) warns that electricity reserves have shrunk significantly over the past five years. A net decline of 1.5 gigawatts (GW) in available supplies since […]
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ENB Pub Note: This is an article from America Out Loud by two Great energy leaders, Ronald Stein and Dr. Lars Schernikau. Both have been on the Energy News Beat Podcast and are highly recommended to follow. Electricity demands are growing worldwide, and the unpopular questions around what it truly takes to power our modern […]
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Texas is facing explosive electricity demand growth from the Permian Basin’s oil and gas operations, data centers, manufacturing, and electrification. In response, ERCOT and the Public Utility Commission of Texas (PUC) have fast-tracked the 765-kV Strategic Transmission Expansion Plan (STEP)—including the Permian Basin Reliability Plan (PBRP)—a massive build-out of high-voltage transmission lines designed to import […]
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The International Energy Agency (IEA) has just released its World Energy Investment 2026 report, the 11th edition of its flagship annual benchmark on global capital flows in the energy sector. Released amid the ongoing Middle East conflict and heightened energy security concerns (including disruptions linked to the Strait of Hormuz), the report projects total global […]
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The world is once again staring down the barrel of an energy crisis. With the Strait of Hormuz effectively closed amid escalating tensions from the Iran conflict, global markets are in panic mode over potential disruptions to oil and liquefied natural gas (LNG) supplies. Prices are spiking, supply chains are under threat, and governments are […]
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