Monitored subject
Energy Brief
Material shifts in energy supply, security, prices, infrastructure, electrification and the energy transition.
Monitoring keywords
energyoilcrudenatural gasLNGelectricitypower gridgridrenewablesolarwind powernuclearbattery storageenergy storageOPECrefineryfuelhydrogenutilityutilitieselectrificationcritical mineral
Latest briefings
PJM heat wave tightens grid; load curtailments approved as demand peaks
PJM forecasts a new summer peak record as a heat wave stresses supply; regulators authorize last-resort curtailments, testing grid flexibility.
US refining capacity slips; grid fast-track disputes delay new gas
U.S. refinery capacity fell in 2025 while PJM resists gas plant fast-track waivers—tightening near-term refining and generation momentum.
Grid interconnection bottlenecks and refinery capacity shifts shape energy security
Refinery operable capacity fell in the U.S., while PJM pushed back on fast-track gas interconnection waivers—raising grid and supply risks.