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Power and renewables reports
Power & Renewables Compass Q3: Speed to power - the infrastructure solutions shaping the global data center race
This edition of the Compass highlights three infrastructure pathways that could unlock speed to power.
Investor Insights: Power & Renewables themes from New York - Q3 2026
The report captures these themes from a series of investor and bank meetings in New York as as investors weigh how far the power demand story can r...
Data centres bolster LNG demand in Southeast Asia, not South Asia
The data centre boom is set to drive significant power demand growth across Southeast and South Asia over the next decade — but its implications fo...
NYMEX sensitivity case developed from the Mexico gas, power and renewables Strategic Planning Outlook 2026
This “NYMEX” case represents the use of the New York Mercantile Exchange futures gas prices and the impact on Mexico’s power sector’s long-term out...
Fuelling AI's Appetite: Benchmarking US thermal generation portfolios
As power demand from AI data centres accelerates, US thermal generators are racing to expand gas capacity and secure long-term hyperscaler partners...
Overcommitted and undersupplied: ISO-NE market report (June 2026)
Our comprehensive analysis of the ISO New England power market delivers the insights you need to navigate this region's evolving landscape. ISO New...
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