United States: Renewables

The Nuclear Regulatory Commission (NRC) proposed a new regulation to be located at 10 CFR part 57 to create a risk-informed, performance-based framework for rapid licensing and high-volume deployment of microreactors...

Solar power reaches historic milestones in the U.S., surpassing coal for the first time in May 2025, while a federal court vacates Treasury guidance affecting renewable energy tax credits. Major battery storage and geothermal projects advance across California and Texas, with Meta and other corporations signing long-term clean energy agreements.

New York's legislature has passed the Responsible Data Center Development Act, which would fundamentally transform how large data centers are regulated, financed, and operated in the state. The bill establishes a one-year moratorium on new permits, mandates that data centers bear full infrastructure costs without shifting expenses to ratepayers, and imposes aggressive renewable energy requirements reaching 90% by 2040.

For decades, energy policy debates in the United States have largely centered on a familiar tension: economic growth versus environmental protection. Today, however, that framing increasingly feels incomplete.

NERC's 2026 Summer Reliability Assessment shows the North American power grid has added over 58 gigawatts of new capacity, yet reliability risks have fundamentally shifted from simple capacity shortfalls to complex...

New York State's 2026 Enacted Budget introduces significant amendments to the Climate Leadership and Community Protection Act, adjusting greenhouse gas emission reduction timelines, changing accounting methodologies, and extending regulatory deadlines. These revisions will reshape how the state measures climate progress and implements environmental permitting decisions, potentially affecting projects that were previously denied or remain pending approval.

Access to energy and natural resources shapes international alliances, policymaking, and the global economy. Governments want to deliver reliable, affordable power to their citizens, protect domestic industries, and secure energy sovereignty in a volatile world.

The May 2026 Washington Update examines the administration's FY2027 budget release and Secretary Wright's congressional testimony, revealing sharp partisan divides over energy affordability strategies and the role...

Rob Day, Partner and Co-Founder at Spring Lane Capital, explores how the urgent need for power capacity is fundamentally reshaping data center investment strategy, from the surge in microgrid development to the strategic risks of over-reliance on natural gas. He reveals why the economics of battery-powered microgrids are closer to viability than most realize and shares a practical playbook for developers looking to start consuming power today while building tomorrow's AI infrastructure.