Energy Policy: The Good, The Bad & The Ugly

Energy Policy: The Good, The Bad & The Ugly

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Inside the largest power market in the US: How PJM is navigating the collision of data centres, decarbonization, and affordability.

When the workings of an electricity market come to the attention of the White House, it’s usually a sign that something’s wrong. Back in January, 13 state governors went to the White House to agree plans for PJM, the largest electricity market in the US. The market is scrambling ...  Show more

The mother of all disruptions. What the war with Iran means for energy.

The world changed forever on February 28th, 2026. The consequences of the Iran war will take many years to play out. But one fact already seems clear: we are not going back to the world that existed before the conflict began.To assess what the war means for the future of oil, gas ...  Show more

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Welcome to Thoughts on the Market. I'm ...

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