Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, ...Show more
The battery boom behind the AI buildout [partner content]
The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. And now batteries are having a moment. The urgency to ...Show more
The EPA has just announced new rules for power plants to clean up their act. But to get to those lower limits, companies might have to switch to two largely untested technologies in the power sector: hydrogen production and carbon capture. This episode was produced by Avishay Art ...Show more
Congress is passing the largest-ever US climate bill. What does it mean for the world? It was the shock heard around the world this week: Senators Joe Manchin and Chuck Schumer’s joint reconciliation bill, The Inflation Reduction Act. It’s passed the Senate, but the House remains ...Show more
Will permitting reforms make it easier to build infrastructure projects?A group called the REPEAT Project at Princeton University calculated last year that to unlock the full emissions reduction potential of the Inflation Reduction Act, the US needed to increase its total high-vo ...Show more