Blog
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Commentary
Frugal AI’s Energy Reckoning: Why Efficiency Isn’t Enough
The story of artificial intelligence (AI) is often told in the language of speed and efficiency. Every quarter brings claims of models that run faster and cost less. Yet behind the glossy benchmarks lies a more sobering truth: the appetite for AI is growing so quickly that even the most impressive efficiency gains cannot keep […]
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Point-Counterpoint
Welcome to the Jungle: We Got FEOC (and Games)
The One Big Beautiful Bill Act introduced sweeping changes to the Internal Revenue Code, but some of the most impactful changes for the renewable energy and fuels industries are the foreign entity of concern rules (FEOC) rules. These rules present real challenges for project owners, but they are not relevant for facilities that begin construction […]
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Commentary
Energy Sector Teaching AI How to Grow Up
When artificial intelligence (AI) manages a power grid, it cannot operate as a black box. A wrong decision will not just frustrate users, it will trigger a blackout. This critical nature of AI deployments in energy is forcing AI to mature faster in energy than in any other sector. When algorithmic decisions affect high-stakes systems […]
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Commentary
California’s Backup Power Crossroads: Balancing Clean Energy Ambitions with Public Safety
California is on the verge of banning the sale of portable fossil fuel-powered generators, the most commonly used backup power solution for households and small businesses. The state’s move aligns with its ambitious climate strategy to cut carbon emissions and advance toward a clean energy future. However, the ban also exposes a difficult reality: millions […]
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Commentary
How Flexible Fleet Strategies Power Infrastructure Projects
As infrastructure projects accelerate across industries, the role of fleet operations has never been more critical. Organizations depend on vehicles that can adapt to evolving jobsite, supply chain, and regulatory demands. Yet in a market defined by volatility and OEM shortages, rigid fleet specifications and single-source loyalty are no longer sustainable strategies. Instead, the fleets […]
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Commentary
U.S. Energy M&A Trends: The Shift from Renewables to Fossil Fuels
The One Big Beautiful Bill Act (OBBBA) has redrawn the U.S. energy sector map. By scaling back clean energy tax credits and easing regulations on fossil fuels, the act has simultaneously cooled renewable investment and reignited traditional energy expansion. For dealmakers in the energy industry, this has created both headwinds and new openings, especially in […]
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Commentary
Nuclear: The Cornerstone of Security and Sovereignty
From France’s legacy to America’s momentum, experts warn that without decisive leadership, China and Russia will dominate the nuclear-AI economy. Nuclear energy has moved from being a quiet constant to the centerpiece of a global race. Nations increasingly recognize that sovereignty—economic, technological, and cultural—depends on securing clean, stable, and independent sources of power. COMMENTARY Myrto […]
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Commentary
AI’s Energy Hunger Demands an All-of-the-Above Strategy
Here’s a fundamental truth: there is no AI without energy. And as the technology grows, its demand for energy, and carbon footprint, may never again be as small as it is today. Against this backdrop, debates over which energy source should power AI miss the point. AI’s appetite for energy—relative to what the grid has […]
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Commentary
Fusion: The 24/7 Solution Renewables Can’t Match
For decades, renewables like solar and wind have been hailed as the answer to our looming climate and infrastructure challenges. However, persistent issues have surfaced—especially with surging demand from artificial intelligence (AI) data centers and broad electrification. Energy Secretary Chris Wright recently pointed to analysis wind and solar only supply about 3% of raw energy […]
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Commentary
Advanced Grid Solutions—Harnessing the Power of Prosumers
Historically, the relationship between energy producers and consumers has been straightforward—energy companies produce energy, grid operators deliver that energy, and end users consume the energy they receive. Energy flowed in one direction, from generators to homes and businesses. Producers and consumers were easy to identify in this market because there was no overlap, and they […]
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