Industry Insights
Original analysis on trends shaping energy markets and related infrastructure sectors. Topics include electricity demand, electrification, energy resources, and the broader economic and technological forces influencing real assets. Each piece combines data analysis with market context to explain why these trends matter, highlighting implications for investment, planning, and long-term decision-making.
Data Center Cost Drivers - Power
What actually determines where data centers get built and how profitable they are? This analysis breaks down how power availability and electricity costs are emerging as the key drivers behind development decisions and investment returns.
March 23, 2026
SMUD vs PG&E Energy Rate Analysis
Why do PG&E customers pay so much more for electricity than those served by SMUD, even in neighboring regions? This analysis breaks down the structural, geographic, and risk-driven factors behind one of the largest utility pricing gaps in California.
March 20, 2026