As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more
6/10/2025
/ Acquisitions ,
Artificial Intelligence ,
China ,
Clean Energy ,
Energy Policy ,
Energy Sector ,
Geopolitical Risks ,
International Trade ,
Mergers ,
Minerals ,
National Security ,
Renewable Energy ,
Supply Chain ,
Tariffs
Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure makes one thing clear: the future of AI isn’t just about smarter models — it’s about...more
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 play that reinforces the country’s ambition to lead in AI, digital infrastructure, and...more
6/2/2025
/ Artificial Intelligence ,
Data Centers ,
Energy Consumption ,
Energy Policy ,
Energy Projects ,
Energy Sector ,
Infrastructure ,
Investment ,
National Security ,
NVIDIA ,
Sustainability ,
Technology Sector ,
United Arab Emirates (UAE)
As temperatures soar and Texas faces another grid stress test, solar and battery storage are proving their worth – even as lawmakers consider measures that could limit their future growth. Texas is currently sweating through...more
The International Energy Agency (IEA) recently released a report forecasting a significant increase in global electricity demand from data centers, driven in large part by the rapid adoption of artificial intelligence...more
A recent Reuters report outlines potential implications of recent U.S. trade and industrial policy changes for the critical minerals supply chain — a key component in the development of clean energy technologies....more
I had the privilege of speaking at both CERAWeek 2025 and the Infocast Solar + Wind Finance & Investment Summit in March 2025, gaining distinct yet complementary insights into the energy transition. CERAWeek offered a macro...more
The growing demands of data centers are positioning renewables as essential, with wind, solar, and storage offering the most flexible and cost-effective solution to grid instability. This week, the New York Times reported...more
President Trump is set to sign an order establishing a "national energy dominance council" to steer U.S. energy policy. Led by Interior Secretary Doug Burgum and Energy Secretary Chris Wright, this council aims to streamline...more
Yesterday, at his Senate confirmation hearing, Chris Wright, nominee for U.S. U.S. Department of Energy (DOE) Secretary, advocated for a forward-thinking “all-of-the-above” energy strategy, integrating fossil fuels with...more
1/16/2025
/ Clean Energy ,
Climate Change ,
Department of Energy (DOE) ,
Energy Policy ,
Energy Sector ,
Fossil Fuel ,
Greenhouse Gas Emissions ,
Infrastructure ,
Natural Gas ,
Nuclear Power ,
Renewable Energy ,
Solar Energy ,
Wind Power
Canadian Prime Minister Justin Trudeau has announced his resignation. It's a pivotal moment for the oil-rich nation, with big implications for energy and climate change policy. Additionally, it’s a reminder of the huge size...more