Why Fossil Fuel Demand Can Rise Even as Clean Energy Wins Terrain
French historian Jean-Baptiste Fressoz has offered energy-transition skeptics an appealing historical argument. In More and More and More,…
Wind Farm Approved in Victoria, Australia Would Be Largest in Southern Hemisphere
A massive wind farm in the state of Victoria, Australia, has been approved by state authorities, paving the…
Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks?
The current focus of the world’s governments, business and media when it comes to artificial intelligence (AI) is…
The Energy Transition Has a Speed Advantage That Cost Models Miss
Power technologies are usually compared by asking how much their electricity costs. That is no longer enough. Electricity…
Elon Musk Says SpaceX Will Build Gas Turbine Parts to Meet AI Demand
SpaceX is building a gas turbine blade factory as it grapples with a global scramble to secure energy…
Solar Has Crossed a Critical Economic Tipping Point
For years, the economic case for solar came with an awkward qualification. Yes, it had no fuel bill.…
The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
AI’s Electricity Demand Is Not the Real Problem. Its Inflexibility Is
The electricity demand created by artificial intelligence is usually presented as a simple supply problem. AI requires increasingly…
Wall Street Is Pivoting From Solar To Solar Plus Storage
The global solar energy boom is showing no signs of slowing down, with falling costs and ambitious clean…
China’s Energy Future Runs on Coal and Solar
China will continue spending heavily on both coal and alternative energy, such as wind and solar, over the…
The AI Revolution Needs Electricity More Than Intelligence
No generation in human history has experienced an infrastructure buildout of this speed and scale. Over the next…
AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…