Weather and Commodities: A Perfect Storm

Weather and Commodities: A Perfect Storm

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Power Grid Spending Surges But Capacity Still Lags

Investment in power grids is rising fast. Worldwide, spending on this critical piece of infrastructure rose 17% last year. Yet higher outlays are not necessarily translating into new capacity on the ground. Aging assets, supply-chain constraints and the rollout of new technologie ...  Show more

AI’s Tilt from Clean Power to Gas: Analyst Reaction

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central ...  Show more

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