6/9/2025 8:23:25 PM AI, Energy, and the Trump–Xi Mineral Standoff are Colliding. What it means for Renewable M&A? By Spencer Withers As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement,...
6/2/2025 11:16:54 PM AI Is Reshaping Infrastructure — And It’s Happening Faster Than You Think By Mona Dajani Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure...
5/22/2025 10:57:48 PM UAE’s Stargate – A Defining Moment for Global AI and Infrastructure By Mona Dajani The UAE’s bold move to launch the “Stargate” AI data center in Abu Dhabi by 2026 is more than a technological milestone. It’s a strategic...
5/21/2025 2:49:12 PM Texas Heat Wave: Renewables Keep the Lights On Despite Legislative Headwinds By Mona Dajani As temperatures soar and Texas faces another grid stress test, solar and battery storage are proving their worth – even as lawmakers...
4/18/2025 7:28:09 PM Anticipating the AI Energy Impact: IEA Highlights Growing Demand from Data Centers By Mona Dajani The International Energy Agency (IEA) recently released a report forecasting a significant increase in global electricity demand from...
4/10/2025 3:08:29 PM Not just Coal... its "Beautiful Clean" Coal By Spencer Withers The executive order calls for the removal of federal regulatory barriers that hinder coal production. This will likely involve...