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Latest Analysis / New Energy Service

New Energy Foresights

Published: 12 October, 2026

Highlights:

  • Powering AI: Can CCUS keep pace with the US gas build-out for data centres?
    • Introduction
    • Where Data-Centre Demand Is Landing
    • Where the CO2 Infrastructure Is
    • Where Gas+CCS Could Work
    • Only ~1% of Planned Gas Has Carbon Capture
    • The Projects Behind the Numbers
    • Policy: 45Q Survives, but Risks Remain for Data- ...

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Previous Issues

October 28, 2026

New Energy Foresights

October 12, 2026

New Energy Foresights

September 23, 2026

New Energy Foresights

September 7, 2026

New Energy Foresights

August 3, 2026

New Energy Foresights


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