BloombergNEF’s Latest Grid Warnings Show AI Is Now a Power-System Story as Much as a Tech Story
The AI boom is increasingly colliding with electricity-system reality. BloombergNEF’s latest analysis suggests…
Clean-Energy Investment Keeps Breaking Records, but the Harder 2026 Story Is About Execution Risk
The clean-energy transition is still attracting serious capital, but that does not mean the path ahead is…
AI Data Centers Are Becoming an Energy-System Issue, Not Just a Technology Infrastructure Issue
AI data centers are no longer just a story about semiconductors and cloud platforms. They are increasingly a…
Corporate Clean Power Buying Has Slowed, but the Energy Transition Story Is Far From WeakSlug: corporate-clean-power-buying-slowdown-2026
Corporate clean-energy procurement has cooled after years of rapid growth, but that does not mean momentum has…
Record Energy Transition Spending Hides a More Complicated 2026 Reality
Clean-energy investment reached a record level in 2025, but that does not mean the transition is proceeding…
Google’s Grid Deals Show How the AI Power Crunch Is Changing Energy
Google is adapting to the AI power crunch by promising to cut demand when grids are stressed.
Oil Above $100 Is Becoming a Full-Scale Energy Shock
Oil above $100 is now an economic problem, not just a geopolitical headline, for energy markets.
