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China’s Energy at an Inflection Point: Coal’s Slow Decline, the Solar Surge, and the 2026 Outlook

China stands at the most consequential crossroads in the history of its energy system. The world’s largest energy consumer — accounting for roughly a third of global electricity demand — is simultaneously the planet’s biggest user of coal and its most aggressive deployer of solar and wind power. In 2026, these two forces are converging […]
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AI Data Centres Are Rewriting the US Power Grid: 75 GW of Demand, Rising Bills, and a Race to Build

The Invisible Load: How AI Is Rewriting America’s Energy Future For most of the past two decades, US electricity demand was essentially flat. Improvements in energy efficiency — better appliances, LED lighting, more efficient industrial processes — roughly offset the growth in population and economic output, leaving total electricity consumption in 2020 close to levels […]
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OPEC+ March 2026: What the Latest Production Decisions Mean for Oil Prices

Oil markets entered mid-March 2026 with a familiar mix of uncertainty and anticipation. The OPEC+ alliance — grouping the 13 OPEC members with ten allied producers including Russia — has maintained an extraordinarily prolonged period of coordinated production restraint, repeatedly delaying the planned unwinding of cuts as market conditions failed to provide the demand growth […]
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