Deep dive
AI data centres: quantifying the gas burn
How much natural gas will America’s AI boom really need? Our new Constraint Model puts numbers to the narratives
Power generation
Newsletter
Back to Baku
Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world
Newsletter
That Friday feeling
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw
Newsletter
Madness at the margins
DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay
Deep dive
Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
Deep dive
Renewables are crushing gas-fired power
But wind and solar are no panacea for Europe’s fragile electricity system
Deep dive
Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
Deep dive
Golden hour for gas-fired power
DEEP DIVE: Falling costs put gas ahead of coal in the merit order. Could electrification sustain this trend?
Newsletter
Less offshore wind = more CO2, even more £££
Extra gas burn would boost UK power emissions by a quarter at a cost of £1 billion every year
Newsletter
Space, time and electricity (part 3)
DEEP DIVE: Burning gas to replace curtailed wind is madness. Nodal pricing does not restore sanity.
Newsletter
Space, time and electricity (part 2)
DEEP DIVE: What exactly is nodal pricing and why does it mean a return to central dispatch?
Newsletter
Space, time and electricity (part 1)
DEEP DIVE: How should power prices be formed on a grid that is constraining renewables?