Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 03/03/2026Yes, AES was caught a bit flat-footed by the OBBBA. But it had also run out of options for balance sheet repair. My latest: www.spglobal.com/market-intel... 🔌💡 001
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 09/01/2026Alphabet's planned $4.75 billion acquisition of Intersect Power marks the first time a data center giant has purchased an entire power company. I looked into what it might mean for other IPPs and renewables developers: www.spglobal.com/market-intel... 🔌💡 022
Reposted by Dan TestaJames Temple @jtemple.bsky.social · 26/11/2025It's funny to see the tech industry collectively decide, now that securing electricity is crucial to its business success, that it needed to find a more pretentious way of putting it. So now everyone's in a mad dash for "electrons." 3276
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 24/11/2025What happens to the power sector if the AI bubble pops? I decided it was time to find out: www.spglobal.com/market-intel... 🔌💡 0126
Dan Testa @dantesta.bsky.social · 21/11/2025Our new episode of Energy Evolution discusses the current hype over nuclear power and whether the industry can deliver, with great insights from colleagues @abbiebennett.bsky.social and Bill Freebairn, Adam Stein of BTI and Entergy CEO Drew Marsh. www.spglobal.com/commodity-in...spglobal.com 021
Reposted by Dan TestaKarin Rives @karinrives.bsky.social · 01/08/2025Legal scholars analyzed EPA's novel argument for revoking the 2009 landmark greenhouse gas endangerment finding. "This is an elaborate, complicated work-around." tinyurl.com/4662933d 001
Reposted by Dan TestaAbbie Bennett @abbiebennett.bsky.social · 25/04/2025Market volatility and policy swings driven by the Trump administration could chill power project financing, planning and execution, experts and industry participants said at the recent S&P Global Power Markets Conference. 🔌💡 www.spglobal.com/market-intel... 011
Reposted by Dan TestaDarren Sweeney @darrensweeney24.bsky.social · 31/01/2025DeepSeek concerns to keep datacenter demand at fore of US utilities' Q4 calls www.spglobal.com/market-intel...spglobal.com 001
Reposted by Dan Testa📢Taylor Kuykendall @taykuy.bsky.social · 28/01/2025New episode of #EnergyEvolution dives into shifts in US energy policy under Trump, w/ guests from S&P Global, Columbia University's Center on Global Energy Policy and the CEO of Plug Power (which recently received a DOE loan in the last days of the Biden admin): podcasts.apple.com/us/podcast/t... 🔌💡podcasts.apple.comTrump makes big moves on energy, climate early in return to presidencyPodcast Episode · Energy Evolution · 01/28/2025 · 41m 023
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 28/01/2025Independent power producers got caught up in the DeepSeek news yesterday, erasing much of the share price gains those companies had made in 2024. My latest: 🔌💡 www.spglobal.com/market-intel...spglobal.com 022
Reposted by Dan TestaAbbie Bennett @abbiebennett.bsky.social · 24/01/2025New: NextEra Energy is taking initial steps to recommission the Duane Arnold nuclear plant in Iowa to help meet growing power demand. The plant was shut down in 2020 after being damaged in a storm a few months before its planned retirement. 🔌💡 www.spglobal.com/marketintell...spglobal.com 002
Reposted by Dan TestaAbbie Bennett @abbiebennett.bsky.social · 22/01/2025SC utility Santee Cooper is seeking proposals to acquire and complete construction of two abandoned nuclear reactors at the V.C. Summer plant. 🔌💡 www.spglobal.com/marketintell...spglobal.com 111
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 22/01/2025Industry experts expected the incoming administration to block future offshore wind development and potentially rescind past lease sales and project approvals, but the expansion into onshore wind is more of a surprise. My latest: 🔌💡 www.spglobal.com/marketintell... 22710
Reposted by Dan TestaDarren Sweeney @darrensweeney24.bsky.social · 21/01/2025Former FirstEnergy CEO, senior exec indicted on federal racketeering charges www.spglobal.com/marketintell...spglobal.com 011
Reposted by Dan Testa📢Taylor Kuykendall @taykuy.bsky.social · 14/01/2025The Energy Evolution podcast is merging with Platts' Future Energy! Come check out this episode where my new co-host @eklavya.bsky.social and I talk about what's ahead in the world of energy transition in 2025! podcasts.apple.com/us/podcast/l... 🔌💡podcasts.apple.com 043
Reposted by Dan TestaDarren Sweeney @darrensweeney24.bsky.social · 10/01/2025American Electric Power transmission sale seen as strong step in transformation www.spglobal.com/marketintell...spglobal.com 022
Reposted by Dan TestaKarin Rives @karinrives.bsky.social · 06/01/2025Montana's top court affirmed that state environmental regulators must consider #climate impacts when issuing fossil fuel permits. How and when such analysis will be used for the gas plant at the center of the litigation is uncertain. tinyurl.com/4a4cweyv 001
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 06/01/20252025 preview: Load growth focuses power sector on residential rates, interconnection clarity www.spglobal.com/marketintell... 🔌💡 0104
Reposted by Dan TestaAllison Good @allisonwgood.bsky.social · 13/12/2024🔌💡 'Risk-on' investor attitude could drag US utility stock performance in 2025. My latest: www.spglobal.com/marketintell... 022
Reposted by Dan TestaAbbie Bennett @abbiebennett.bsky.social · 05/12/2024A senator filed legislation this week that aims to provide as much as $3.6B in federal funds to offset cost overruns from construction of new nuclear generation, an incentive advocates have long requested to boost the next US reactors. www.spglobal.com/marketintell...spglobal.com 101
Reposted by Dan Testa📢Taylor Kuykendall @taykuy.bsky.social · 06/12/2024A new episode of our podcast Energy Evolution: COP29 in oil and gas nation Azerbaijan – What was achieved? podcasts.apple.com/us/podcast/c...podcasts.apple.comEnergy EvolutionScience Podcast · 160 Episodes · Updated Biweekly 011