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High Stakes at CERAWeek

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It is not often – read “never” – that a CEO’s decision NOT to attend a conference is a global headline but so it was this weekend when Amin Nasser, the veteran CEO of Saudi Aramco, withdrew from CERAWeek in order to attend to matters closer to home. Mr. Nasser’s withdrawal underlines that the focus for all of us still heading to Houston will be on the Straits of Hormuz and its short, medium and long term consequences on gasoline prices. And all the while, the focus on high gasoline prices at CERA this week is likely to obscure the other energy price shock lurking in the shadows which is the inexorable rise of electricity prices across the United States. Unlike gasoline prices, once retail electricity prices rise, they almost never go down.

Industrial Decarbonization: How Thermal Storage Can Electrify Heat at Scale

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Investment in thermal energy storage has accelerated in recent years as technical progress and customer demand have improved project bankability. Since 2020, sector funding has grown and shifted toward later-stage investors, reflecting greater confidence in TES’s readiness for commercial deployment.

Consolidation: The Pathway to Enduring Impact

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It is easy to be disoriented by the swing from exuberance to pessimism that has defined the clean energy sector in recent years. Yet these moments are precisely when opportunity is greatest. Beneath the headlines are clear indicators of tremendous potential in the U.S. energy transition. The challenge is to separate fundamentals from sentiment, to acknowledge and fix the mistakes that we have made, and to chart a path to scale rooted in discipline, operational excellence, and commercial reality.

Meeting load growth with clean, flexible power

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In the wake of the One Big Beautiful Bill, load growth remains a clear and steady tailwind for renewable energy. Renewables remain the cheapest source of power and the quickest to install, ensuring a bright outlook for the industry despite the shortened available window for some tax incentives. Over the last twenty years, annual investment in renewable energy in the U.S. increased from $5 billion to $100 billion (BloombergNEF, 1H 2025 Renewable Energy Investment Tracker). Compelling economics and flexible demand has the potential to unlock even greater investment in the sector: powering new load with electricity that would otherwise be wasted boosts project economics, ensures quick access to power, and delivers system-wide benefits.

Transition Acceleration Framework: A new approach for private markets

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Left unchecked, climate change has the potential to destroy trillions of dollars in invested value through increased frequency and severity of a range of extreme weather events, chronic impacts like sea level rise and water scarcity, and degradation to critical infrastructure from heat stress. Successfully mitigating these impacts requires a global reallocation of capital that is both productive for investors and effective in reducing greenhouse gas emissions.

Market Trends: American Power at a Crossroads

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Our latest report builds on previous Generate: Intelligence market analysis to examine the needs and opportunities of the U.S. energy infrastructure landscape within the context of the ongoing conversations about the budget reconciliation bill. A few key findings include: While our view is consistent with industry voices and our own past reporting, we believe it’s

Tariff Updates: From Chaos to Convention

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What We Know: The future of President Trump’s “Liberation Day” tariffs hit a significant obstacle last week. On May 28, the U.S. Court of International Trade (CIT) struck down core pieces of the so-called reciprocal tariffs, ruling that the President had overstepped his authority under the International Emergency Economic Powers Act (IEEPA) of 1977. Some of President

House Tax Bill: From Politics to Practicalities

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The tax credit changes themselves have been covered extensively in other outlets (see here, here) so we won’t recap the details here. As the Senate debates the details, there are a few things we know:  To put some numbers on this: A May ICF report estimated that U.S. electricity demand will increase 25% by 2030 (ICF). The authors

Looking beyond the headlines of corporate decarbonization 

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Many of today’s headlines about the state of corporate decarbonization paint a bleak picture, in which the world’s most influential companies are pulling back from their net zero ambitions (Harvard Business Review, Financial Times, Reuters). Alongside a broader backlash against ESG, companies who remain committed to decarbonization are also finding the process more difficult than anticipated, due in