IndustryFeb 18, 2026·8 min read
Industrial Heat Decarbonization: Where the Economics Actually Stand
Process heat accounts for roughly 10% of global CO₂ emissions. We examine the cost curves for electrification, hydrogen, and CCS across glass, steel, and cement production.
ResidentialFeb 14, 2026·6 min read
Residential Heat Pump Adoption Rates Are Slowing — Here's the Data
After two years of rapid growth, AHRI shipment data shows the heat pump installation boom may be plateauing. A closer look at the regional and economic drivers.
PowerFeb 10, 2026·11 min read
The Real Cost of Transmission Buildout for Renewable Integration
The interconnection queue backlog now exceeds 2,600 GW. We analyze the per-mile costs, permitting timelines, and financing structures shaping the buildout.
TransportationFeb 5, 2026·9 min read
EV Charging Infrastructure: A County-Level Utilization Analysis
Using DOE AFDC data and EV registration records, we map charging station utilization rates across 3,100+ U.S. counties to find where supply leads and lags demand.
AgricultureJan 28, 2026·7 min read
Fertilizer Energy Costs and Their Pass-Through to Food Prices
Natural gas represents 70–90% of ammonia production costs. We trace the price transmission mechanism from Henry Hub to farm-gate fertilizer prices.
PowerJan 22, 2026·10 min read
Capacity Market Reforms: PJM's Proposal and What It Means for Generators
PJM's proposed capacity market overhaul could shift billions in payments across fuel types. A detailed analysis of winners, losers, and second-order effects.