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In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.
In this exclusive video, we explore the impact of shifting tariff policies on costs, activity, and company behaviour across the U.S. Lower 48 and Gulf of Mexico.
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
Next generation technology is opening up a new world of opportunities for this established energy resource
Our new partnered report with CME Group explores why U.S. LNG pricing matters globally – and what it means for commodity traders around the world.
Insights for stakeholders on the future of the electricity grid – from our energy supply chain experts
Recent actions create an uncertain environment for future solar growth
Expansion accelerates as policy support, feedstock diversification, and new project development drive North America's RNG momentum.
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Lower gas burns per degree, rising renewables, and persistent fuel switching explain what the market missed.
What you need to know about the state of interconnection queues as power demand surges for the first time in decades
Evaluating Talos' high-impact find using Lens Subsurface and our new Prospect Valuation module
From the Majors to OPEC+ … and the key topics in between.
The Q2 2025 US public charging network grew 5% despite policy rollbacks and rising equipment costs, while autonomous vehicles and commercial fleets emerged as new demand drivers
Eiger Express adds to growing outbound capacity as supply and demand dynamics evolve.
Near-term impacts are muted as projects rush to meet tax credit deadlines
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
Cooling demand remained steady, but gas lost ground to coal and renewables as prices rose.
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
A deep dive into the interconnection queue and new resource behaviour in ERCOT exposes potential trading opportunities
Rapid growth in these often-massive facilities is having a major impact on the evolving US and global tech and energy landscape
Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Our experts outline the latest developments in upstream.
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
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