Overview
- Semafor reports that electricity has flipped from afterthought to bottleneck, with power affordability set to dominate 2026 debates as AI-driven data centers strain grids.
- Analysts expect more deals between utilities and Big Tech, while Forbes highlights storage as the key to marrying cheap renewables with round‑the‑clock reliability.
- Forbes notes that efforts by U.S. leaders to weaken clean‑energy incentives are unlikely to reverse market momentum but could raise costs and uncertainty for projects and jobs.
- The U.S. Supreme Court will decide a case on presidential tariff authority, a ruling Forbes says could reshape energy supply chains already exposed to trade frictions.
- LNG competition is poised to intensify with new capacity in the U.S., Australia, and Qatar, Semafor says, as China’s choices on cleantech and fossil consumption continue to set the global pace.