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All in Markets
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    • Podcast
    • DATA CENTERS
    • Regulation

    Data centers have a Texas-sized energy problem

    As more states pause data centers, how will they use the opportunity to pass energy policy?

    Stephen Lacey Open Circuit
    Aug 7, 2026
    • Feature
    • geothermal
    • Global markets
    How foreign turbine suppliers are gearing up for a US geothermal boom

    As next-gen geothermal enjoys new tailwinds stateside, the sector relies on equipment built abroad — and especially in Italy.

    Bianca Giacobone
    Aug 6, 2026
    • Podcast
    • AI
    • U.S. market
    The electrician shortage slowing the AI boom

    Raymond Hawkins, chief customer officer at Compass Datacenters, on why electricians have become the most valuable workers in AI.

    Shayle Kann Catalyst
    Aug 6, 2026
    • Analysis
    • STORAGE
    • Research
    Which LDES companies are poised to land the next big contracts?

    It’s a short but varied list, new data shows.

    Maeve Allsup
    Aug 5, 2026

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    • News
    • DATA CENTERS
    • Policy

    One Senate Democrat’s answer to Trump’s ‘ratepayer protection pledge’

    Sen. Heinrich’s Grid Savings Act would reopen the question of FERC’s authority over large load interconnection.

    Lisa Martine Jenkins
    Aug 4, 2026
    • Analysis
    • DATA CENTERS
    • Regulation

    PJM’s big experiment is about to begin

    But the new system will eventually fail. And that’s kind of the point.

    Maeve Allsup
    Aug 4, 2026
    • Analysis
    • Grid edge
    • U.S. market

    Grid utilization: Useful policy tool or a distraction? 

    As Virginia rolls out its first-in-the-nation law, analysts debate whether measuring spare capacity will actually lower rates.

    Catherine Boudreau
    Jul 31, 2026
    • Podcast
    • U.S. market

    A simple fix that could unlock the heat pump market

    Is the key to home decarbonization cheaper and simpler than we thought?

    Stephen Lacey Open Circuit
    Jul 31, 2026
    • Podcast
    • U.S. market
    • VC

    The missing capital for climate startups: More debt

    Enduring Planet CEO Dimitry Gershenson on why climate startups need non-dilutive capital, and fundraising in a volatile market.

    Lara Pierpoint The Green Blueprint
    Jul 29, 2026
    • Analysis
    • DATA CENTERS
    • Regulation

    As more data centers trip off the grid, ‘ride-through’ rules gain steam

    A 3-GW load drop in Virginia highlighted the cascading blackout risks of AI data centers disconnecting during grid faults.

    Catherine Boudreau
    Jul 28, 2026
    • Opinion
    • Global markets
    • Policy

    Tariffs won’t win America the industrial race

    By leveraging strengths like innovative financing, insurance, and corporate participation, the U.S. can still outbuild China.

    Vanessa Z. Chan Daniel P. Goldman
    Jul 28, 2026
    • Podcast
    • Partner
    • Global markets

    Critical Capital: Is this infrastructure’s once-in-a-generation moment?

    How a shifting world order is changing the game for infrastructure.

    Latitude Studios Open Circuit
    Jul 24, 2026
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