Why AI companies are paying a premium to go off the grid (and what this costs the rest of us). The race is on to train the next generation of frontier AI models. Staying competitive in this race is…

Transitory gasoline and diesel price increases are unlikely to stimulate widespread adoption of electric transportation. Since the Iran War began on February 28, 2026 the war’s effects have been fe…

The current approach to financing local electricity infrastructure undermines safety and decarbonization. Many of our Energy Institute bloggers have at some point written a post that discusses the …

About half of the largest emissions reduction in California’s cap-and-trade program came from clean power that already existed. One of the central challenges in reducing greenhouse gas (GHG) …

New research finds no evidence of negative health impacts from wind turbines Maybe it’s because I am currently in Portugal (which is totally next door to Spain) and re-reading Don Quixote, that I a…

The US Department of Energy Is Pursuing a Costly Policy to Preserve Coal Capacity Coal is the most rapidly declining source of electricity in the United States. The black rock generated half of US …

A new working paper highlights the challenges of working together. This Friday is one of the most exciting days of the year. I am talking, of course, about the leadEnergy Institute’s annual POWER c…

Lean in on America’s fastest growing source of electricity supply. This week’s blog is co-authored with Emilia Chojkiewicz and Amol Phadke. Taking projections of all utilities in the U.S. tog…

Proposed new fuel economy standards would eliminate the part I like the most. Proposed new U.S. fuel economy standards would dramatically weaken requirements for the average miles-per-gallon of new…

Last month, when Gov. Newsom signed a bill extending California’s cap and trade program to 2045, one section of the bill mandated changes in the “Climate Credit” that residential customers have bee…

The international maritime organization gets close to a carbon tax. — If an environmental economist stumbled upon a magic lamp and got one wish from the genie, most of us would know what to a…

The state must plan today for the import capacity that can smooth the transition. When two major California refineries recently announced they would be closing – Phillips 66’s Wilmington facility w…

The rapidly evolving rollback of policy support for electric vehicles. Source: Where are EVs headed? Back in April, I wrote a piece surveying various threats to the EV transition in the US. I argue…

Forecasting is hard. Especially the future. In the wake of the passage of the “One Big Beautiful Bill Act,” (OBBBA) there has been a rush to assess the impact of this legislation on the energy sect…

U.S. renewable diesel production capacity has increased sixfold since 2020, but future production will be far below capacity unless the federal government significantly expands policy support.&nbsp…

First they need to have the right incentives to do so. Electricity world these days is filled with concern about supersized (“hyperscale”) data centers, those computing facilities that use more ele…

Only when you ignore environmental benefits and electricity bill impacts. U.S. electricity demand is on the rise. A data center boom, a possible renaissance in domestic manufacturing, and a push to…