Energy Industry Trends

SMR power deals hinge on fuel supply, licensing and waste, not just megawatts

New SMR deals and new waste projects are pushing nuclear decisions upstream: fuel, licensing pathway, and waste endpoints now belong in the first RFP.

Carbon-free generation spending tops fossil fuels at US utilities for the first time

RMI's Utility Transition Hub finds 2024 carbon-free generation investment hit $14.5B, edging past $13.9B in fossil spending.

NextEra-Dominion's $420B merger signals a new M&A cycle built on AI load growth

Power and utilities M&A hit $216B in the six months to May 2026, up 173% year-over-year, as AI data-center demand reshapes who owns generation.

Solar surpasses coal globally as US installations keep climbing in 2026

Solar power has crossed a milestone, outgenerating coal worldwide in H1 2026, even as US policy shifts toward fossil fuels.

Heatwaves are reshaping European PPA terms, power prices, and nuclear output all at once

Europe's summer heat surge is pushing offtakers toward longer PPAs, cutting French nuclear output, and putting Italian spot prices on a potential path to EUR 500/MWh.

Utility Companies Should Aim for Flexible Network Solutions for Long Term Success

Grid modernization requires network solutions that adapt as technology and demand evolve, not just today's needs

AI is at an Investment Tipping Point. These Are the Three Main Trends Shaping AI Solutions Development.

The divergence between generative AI funding and traditional solutions investment reveals where developers are actually placing their bets on future innovation

As Palisades Nuclear Power Plant Prepares to Reopen, Workforce Continuity Sets Up Operations for Success

Retaining experienced staff proves critical as the nuclear industry reverses decades of closures and prepares for a historic operational restart

New Energy Infrastructure Vs. Extending Fossil Fuel Plants: How Should the Energy Industry Tackle Aging Power-Generation Assets?

Power operators must balance rapid electrification demands against the infrastructure investments needed to prevent widespread grid failures