Bloomberg New Energy Finance (BNEF)

05Aug

The Race for Power Leads Back to Coal

As demand for electricity from AI data centers soars, the data center industry has already indirectly been relying on the coal fleet to meet their soaring power needs. Now, data companies are getting directly into the game, contracting for power from coal plants and even trying to buy coal units. Utilities too aren’t just delaying […]
29Jul

The Natural Gas Price Squeeze is Coming, Coal Offers a Critical Safety Valve

The decade of cheap domestic natural gas is coming to an abrupt end. So say analyses from Wood Mackenzie and Bloomberg New Energy Finance (BNEF), a conclusion that holds huge implications for our energy policy, consumers and the nation’s economic competitiveness. Wood Mackenzie forecasts Henry Hub natural gas prices, the domestic benchmark, will approach $5 […]
04Aug

Infrastructure Reinvestment: American Met for American Steel

Infrastructure week was a dream so fragile you could only whisper it for fear saying the words would mark its undoing. But long odds aside, it has arrived and none too soon. The nation’s roads, bridges, dams, water systems and electricity grid – just some examples of the breadth of our critically important and diverse […]
14Jul

In a Transitioning Grid, Fuel Diversity Matters More than Ever

Grid reliability challenges this summer – from California and the Pacific Northwest to New York – are a clear signal we must better value the insurance provided by a balanced generation mix. But scorching heat aside, February’s catastrophe in Texas, that left 70% of the state without power, continues to sound some of the loudest […]