The federal Section 30C EV charger credit, worth up to $100,000 per location, expired June 30, 2026. The new math for property owners: state and utility programs, the ROI, and still-rising demand.
A federal deadline forced grid operators to disclose how little spare power exists and to speed large-load connections. What the filings mean for power costs, who connects first, and onsite generation.
Utilities asked for a record $18 billion in rate hikes in 2025 to toughen the grid, and regulators approve about 64% of requests. Why rate cases now decide a building's power cost for years.
Oil topped $90 as the Iran war reignited, but a building's electricity cost barely moves with oil. Why the grid, not the war, drives power costs, and how owners hedge both.
Governor Hochul signed the first statewide data center moratorium, pausing permits above 50 MW and directing regulators to make data centers fund their own distributed generation and storage.
Iran memo collapse spiked Brent 5.3% and yields higher on inflation fears. A hiking Fed, power inflation, and $750B AI capex keep valuation chains loaded. Distributed energy remains the ultimate hedge.