Wall Street Journal

12Feb

Choosing Energy Insecurity

Europe is once again reaping the rewards of its energy policy failures. Natural gas prices are surging, jumping 30 percent in the past two months to reach a two-year high. Cold, windless weather has meant rapidly depleting gas storage and rising prices. For the lucky few, dispatchable fuel diversity is helping temper price spikes. In […]
30Dec

2024 in Review

Happy almost new year! Before we turn the page on 2024, it’s worth looking back on the stories and major developments that shaped – even reshaped – the energy landscape over the past 12 months. Years of warnings about rapidly eroding grid reliability collided with the U.S. Environmental Protection Agency (EPA’s) regulatory agenda and the […]
30Oct

Inheriting an Electricity Affordability Crisis

In March of this year, federal data revealed the rise in electricity prices was far outpacing general inflation. With electricity demand beginning to soar from electrification, and most notably the data center and AI revolution, that trend is only poised to accelerate. According to new analysis from a leading energy consultancy, utilities are now facing […]
07Aug

Soaring Costs with Little to Show

With all the noise surrounding the energy transition, sometimes it’s hard to grasp what’s truly happening, or not happening at all. Is the shift to renewable power and the infrastructure to support it moving smoothly? Or is it proving far more challenging and costly than advocates want to admit? What’s happening in California, New York […]
08May

EPA’s Regulatory Blitz Collides with Hyperscale Power Demand

“You never like to have to sue, but we’re going to do what we have to do to defend our grid and our customers that use that grid,” Ben Fowke, American Electric Power (AEP) interim president, CEO and director, said during a recent earnings call. Facing surging power demand, AEP – which serves 5 million […]
17Apr

The Grid Braces for EPA’s Blitz of Rules

With news leaking that as many as four of EPA’s rules targeting the coal fleet will be finalized next week, including the so-called Clean Power Plan 2.0, EPA is delivering a cumulative and decisive blow to the nation’s grid reliability it has refused to acknowledge or analyze in its rulemakings. While EPA has downplayed the […]
27Mar

Where is the Power Going to Come From?

It is becoming inarguably clear the U.S. is in for a surge in electricity demand. The Biden EPA just finalized its tailpipe rule and by 2032, 70% of new cars will run primarily on electricity. New semiconductor and battery manufacturing plants are connecting to the grid with power demands that rival small cities. Add in […]
30Jan

Failure to Launch

The SunZia transmission line has become emblematic of the challenges of delivering the nation’s energy future. The project – a $10 billion effort essential to moving wind generation across several states – had been stuck in legal limbo and permitting purgatory for 17 years until it was finally approved last year. But now several Tribes […]
29Nov

The Power Demand Surge

There is a quiet revolution upending the trajectory of our energy future. For all the extraordinary challenges inherent with trying to stand up a renewable-dominant energy mix nearly overnight, perhaps none is beginning to loom as large as the breakneck speed electricity demand is growing all over the country. Speculation about the impact that electrification, […]
20Nov

Can the Biden EPA Accept Reality?

As The Wall Street Journal recently put it, “the energy transition is getting a dose of reality.” In the U.S., offshore wind projects are evaporating, transmission lines remain extraordinarily difficult to build, the nation’s first planned small modular reactor project was just cancelled and dozens of renewable-power developers are trying to rewrite contracts to recoup […]