December 18, 2025
Rising electricity demand, growing reliability pressures and deeper renewable penetration are exposing the limitations of cost-only metrics such as Levelized Cost of Energy (“LCOE”). This paper introduces a value-based framework using two new and complementary measures: Levelized Value of Energy (“LVOE”), which reflects the total value a project can create for its owners, and Levelized […]
December 11, 2025
Climate technology has attracted over $312 billion globally from venture capital and private equity between 2014 and 2024, marking its emergence as a core pillar of the energy transition. These sectors are still evolving, and while investment has accelerated, operational discipline has not kept pace. The result: ideas often outpace execution. Despite prior policy support […]
October 23, 2025
Utility and energy supply companies are undergoing rapid and profound changes driven by shifts in regulatory priorities, increasing supply chain costs, evolving customer expectations, sustainability goals and emerging technologies. Traditional utility business models that once relied on predictable demand and centralized infrastructure are no longer viable. Recent growth of distributed energy resources (DER), smart grids […]
September 15, 2025
The pillars supporting the U.S. electric vehicle (“EV”) sector are facing significant strain. Financial incentives, including subsidies and tax credits, have been repealed, while long-standing fuel economy and emissions standards are being reconsidered and redirected toward alternative priorities. Policy volatility, including on-and-off again tariffs and the removal of incentives, is undermining the stability needed for […]
July 16, 2025
H.R. 1, the “One Big Beautiful Bill Act” signed into law by President Trump on July 4, 2025, marks a dramatic shift in U.S. energy policy with accelerated phaseout of the wind and solar tax credits established under the Inflation Reduction Act of 2022. The rollback of long-term incentives is expected to significantly slow the […]
June 5, 2025
Driven by surging electricity demand from AI, data centers and electrification, the U.S. nuclear sector stands at a transformational inflection point. With strong policy support, advancing technologies and increasing investment momentum, advanced nuclear is emerging as a potential solution to meet firm, zero-carbon energy needs. Despite layered risks, strategic financing structures and proactive risk management […]
April 29, 2025
Since retaking office in 2025, President Trump has initiated a series of aggressive tariff measures which have brought substantial impact and uncertainty to markets and supply chains. Governments around the world have responded to the tariffs with rapidly evolving policies to protect and build domestic supply chains and mitigate risk of disruption from global events, […]
March 10, 2025
Despite challenging headwinds, capital markets activity in the U.S. renewables sector remained resilient in 2024. Across the board, market participants faced a high interest environment, supply chain constraints and increased policy uncertainty with an active election cycle; however, the Inflation Reduction Act (“IRA”) continued to provide a baseline level of support, with extended and increased […]
February 27, 2025
Acute power shortages and mounting resource adequacy challenges have emerged as existential threats to the AI race. Hyperscale and colocation data centers — among the most energy- intensive digital infrastructures — depend on reliable, 24/7 electricity to sustain AI workloads and cloud computing. However, intermittent, non-dispatchable generation resources dominate the interconnection queues; power constraints stall […]
December 9, 2024
Ambitious federal and state goals for electric vehicle (“EV”) deployment and commercialization, bolstered by government programs and funding, have drawn considerable private investment in the EV value chain. Billions were raised in the space at the start of this decade, with some companies trading up to multiple billion-dollar valuations. Recently, however, EV companies have lost […]