As hyperscalers, neoclouds and AI-native companies race to deploy increasingly large graphics processing unit (“GPU”) clusters, reliable power continues to represent the defining constraint on data center development. In response, Independent Power Producers (“IPPs”) have expanded behind-the-meter (“BTM”) solutions to accelerate deployment timelines, transforming BTM resources from a contingency measure into a strategic imperative for […]
Starting earlier this year, the federal government paid approximately $3.9 billion to unwind twelve offshore wind leases. The developers that held the leases are steering the proceeds into oil and gas and other energy projects instead. For an industry built on state procurement mandates and a steadily expanding project pipeline, the message is stark with even […]
Entering 2025, renewable energy mergers and acquisitions (M&A) activity encountered significant headwinds, including elevated capital costs, rigid supply chain audit requirements and policy friction stemming from the One Big Beautiful Bill Act (“OBBBA”).