Research Pipeline

Refining is mostly a grind punctuated by windfalls. Two companies just missed out on a big one. When Phillips 66 announced in 2024 that it would close its Los Angeles … Continue Reading Big Oil’s Billion Dollar California Oopsie

As NVIDIA targets two-week deployment of factory-integrated Vera Rubin infrastructure, announcements from Armada, Crusoe, Schneider Electric, Vertiv and other partners reveal the manufacturing capacity, engineering changes and real-world projects behind the industry's shift toward industrialized AI data center construction.

Residential aggregators say they can help meet load growth. But have they really overcome historical barriers to scale? The post The residential VPP playbook for crossing the ‘credibility gap’ appeared first on Latitude Media.

Transmission reforms are a clear win for clean energy. But groups warn that “permit certainty” provisions favor fossil fuels. The post Why green groups won’t endorse the Senate permitting deal appeared first on Latitude Media.

Google, Amazon and Meta are backing billions in upgrades to existing U.S. nuclear plants, creating a new model for adding generating capacity as AI data center demand accelerates. But engineering timelines and grid constraints remain formidable obstacles.

Designation reflects helium’s essential role in semiconductor manufacturing and advanced energy technologies.

The Securities and Exchange Commission today announced the Division of Examinations’ Fiscal Year 2027 examination priorities. The annual report identifies key areas of focus as the Division carries out its mission to promote compliance, prevent fraud,…

The U.S. Department of Energy (DOE) authorized the exchange to help support regional fuel availability and alleviate potential impacts on transportation fuel supply in Louisiana and surrounding region.

Kazakhstan and Guyana have joined Algeria, Nigeria, Qatar, and the United States in calling on the European Union to delay implementation of, and make targeted changes to, the EU Methane Regulation (EUMR), removing unnecessary barriers to energy exports into Europe while ensuring a workable compliance framework.

President Donald J. Trump today announced plans to provide up to $150 million in Defense Production Act Title III funding to expand domestic petroleum production, storage, and logistics at refineries across the United States.

AMD's new open rack architecture rethinks the balance between CPU-driven agent execution and GPU inference, raising important questions about power, cooling, networking and the economics of next-generation AI data centers.

There are three transformational decisions that could follow in the weeks after votes are cast. The post The energy industry’s post-midterms priority list appeared first on Latitude Media.

This investment represents the largest-ever single investment in the Office of Indian Energy’s history.

The U.S. refinery fleet has run at higher-than-normal rates this year, with refinery utilization averaging more than 95% of capacity between May and September, the highest for those months since 1998. Tight global product supplies this year have boosted margins for petroleum products, particularly for diesel, incentivizing the increased run rates.

Frost Methane CEO Olya Irzak unpacks both the issue and the solutions at hand. The post Data centers’ looming methane surge appeared first on Latitude Media.

The hyperscaler’s latest deal with Voltus attempts to prove VPPs can reach the speed and scale needed to serve the AI boom. The post Google is purchasing a gigawatt of distributed capacity in PJM appeared first on Latitude Media.

Landmark regulatory filings show vast off-peak headroom alongside exploding data center bottlenecks. The post What to know about the nation’s first grid utilization metrics appeared first on Latitude Media.

Entergy Arkansas said this week it is updating the contract for powering the hyperscaler's West Memphis campus. The post Untangling the accounting fight reshaping Google’s Arkansas power deal appeared first on Latitude Media.

The industry’s progress is being hampered by the table stakes definition: What do we mean when we say “flexible”? The post The data center flexibility debate appeared first on Latitude Media.

As governments pursue competing approaches to AI regulation and infrastructure development, data center operators face growing pressure to document security controls, verify workload requirements, and define compliance responsibilities across jurisdictions.

Live from Flex Summit: Two VPP champions and a utility executive debate how to harvest the grid’s hidden capacity. The post A new era for grid flexibility? appeared first on Latitude Media.

The U.S. Department of Energy (DOE) authorized the exchange to address supply chain disruptions and ensure Americans in the Northeast region stay warm.

Lara Pierpoint weighs in on nuclear costs, hyperscaler contracts, and rebuilding trust in government funding. The post Critical Capital: Can nuclear seize on data center momentum? appeared first on Latitude Media.

At DCF Trends Summit 2026, Re-Teck’s Linda Li argues that the next life of AI hardware needs to be planned before its first deployment—and that failure to do so can leave operators holding valuable but idle assets.

Additional funding will help states, territories, and tribes modernize critical energy infrastructure, improve grid reliability, and deliver more affordable electricity to American families and businesses.

The U.S. Securities and Exchange Commission (SEC) and the French Autorité des Marchés Financiers (AMF) announced that they have entered into a Memorandum of Understanding (MOU) designed to facilitate consultation and information-sharing in the…

The department is tapping into Defense Production Act funding as a Biden-era infrastructure grant runs dry. The post DOE turns to defense funds to squeeze more from power grid appeared first on Latitude Media.

The U.S. Securities and Exchange Commission (SEC) and the Financial Services Agency of Japan (FSA) convened the Autumn SEC-FSA Financial Regulatory Dialogue in Tokyo on Oct. 19, 2026.The SEC–FSA Dialogue builds upon longstanding efforts between the two…

How AI campuses can manage complex energy needs without becoming a grid liability. The post Beyond securing power, data centers have an orchestration challenge appeared first on Latitude Media.

At a former Fred's distribution complex, 5C Data Centers is pursuing a major AI infrastructure buildout, with plans to expand available power from 20 MW to 84 MW using fuel cells as Memphis weighs new restrictions on data center development.

The Securities and Exchange Commission announced today that it will host a roundtable on November 9, 2026, to discuss the use of machine-understandable data and Super Intelligence (SI) and related risks and costs.“In the age of SI, high-quality…

An MN8 project Google as an offtaker pairs lithium-ion and a more novel chemistry. The post The case for combining lithium-ion and LDES appeared first on Latitude Media.

The U.S. Department of Energy announced today that it will use up to $42 million in Defense Production Act Title III funding to advance the development of a proposed 125-mile natural gas pipeline from Pennsylvania to New York.

Understanding why we regulate electricity distribution systems is key to regulating them well. What if your city had two water utilities? Not dividing up the area into two sub-regions, but … Continue Reading When Monopoly Comes Naturally

In the third quarter of 2026 (3Q26), 23% of new light-duty vehicles sold in the United States were hybrid electric, battery electric, or plug-in hybrid electric vehicles, down slightly from 24% in 3Q25. Between 3Q25 and 3Q26, hybrid electric vehicles continued to gain market share, reaching 16% of light-duty vehicle sales. Growth of hybrid electric vehicle sales has slowed this quarter as the average transaction price for a new vehicle passed $50,000-the first time this price has been reached so far this year, according to Kelley Blue Book.

The first Flex Summit saw new hope for VPPs, as well as a reckoning with the market's persistent challenges. The post Have we reached a distributed energy turning point? appeared first on Latitude Media.

From Finland's multigigawatt development pipeline to major AI investments in Sweden and Norway, the Nordic countries are emerging as some of the world's most closely watched data center markets. But the region's advantages in clean energy, industrial infrastructure and sustainability are facing new tests from grid constraints, regulatory changes and the realities of delivering AI capacity at scale.

The U.S. Department of Energy today announced its intent to deploy Defense Production Act (DPA) funding to accelerate the expansion of transmission capacity in Virginia and West Virginia, strengthening grid reliability and infrastructure essential to national defense.

In June, Sunrun, Tesla, and Everyday Electric pitched “capacity as a solution” for hyperscalers. Now, talks are underway. The post Sunrun: Residential VPPs for data centers are nearing reality appeared first on Latitude Media.

We estimate that U.S. generation from small-scale or rooftop solar photovoltaic systems (smaller than 1 megawatt of capacity) has increased from 18,812 gigawatthours (GWh) to 92,979 GWh over the last decade. The four states with the highest generation of small-scale solar in the country-California, Arizona, Texas, and Florida-are in regions with more abundant solar resources. Even though it is in a region with lower solar resources, New York ranks as the fifth-largest rooftop solar generation producer as a result of capacity growth supported by technology improvements and state incentives.

At Flex Summit, “cautious optimism” about the bipartisan bill’s potential impact — and a call to action for the industry. The post How permitting reform could boost VPPs appeared first on Latitude Media.

Like Virginia’s, the state's law aims to curb rising power bills through grid efficiency and DERs — but via a different approach. The post What California’s grid utilization move says about energy affordability appeared first on Latitude Media.

Microsoft's custom silicon roadmap, Oracle's call for grid-interface standards, and Google's push for AI-driven systems design highlight an industry increasingly focused on integrating the entire AI factory.

WoodMac’s Eric McGuire unpacks the nuances of the gas market’s capacity crunch. The post Can the fossil gas supply handle the AI boom? appeared first on Latitude Media.

Three regional transmission organizations (RTOs) set records for peak hourly load this past summer, according to data reported on Form EIA-930 and presented in the Hourly Electric Grid Monitor.

Priya Donti reflects on the shifting narratives around AI for climate. The post AI and climate: Hero or villain? appeared first on Latitude Media.

As AI makes attacks easier, companies from data centers to utilities are changing how they secure their operational technology. The post The AI doom debate is missing the grid’s real cyber problems appeared first on Latitude Media.

From utility-rate reforms and rising infrastructure costs to local zoning battles and contested development rights, Virginia is rewriting the terms of data center growth—shifting more risk to developers while testing its ability to sustain the AI infrastructure boom.

The U.S. Department of Energy Alternative Fuels and Feedstocks Office released a pre-publication draft of a federal register notice announcing the Emissions Value Request process for the 45Z fuel production tax credit.

The Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee announced that it will hold a meeting on Tuesday, October 27, 2026, at 10 a.m. to continue discussing IPO modernization and explore potential policy…