Shifting Battlefronts: Why State Policy is Increasingly the Key to the Data Center Boom
By Josh Price, Capstone Energy Analyst May 26, 2024 — The artificial intelligence-driven demand boom for data centers—and the requisite energy needed to power them—has dominated media coverage and earnings calls since the start of the year and recently took...
Sustainable Aviation Fuels’ Moment and the Coming Test for Climate Smart Agriculture
May 13, 2024 By Gianna Kinsman, Capstone Energy analyst The Biden Administration has ushered in a new era for sustainable aviation fuel policy— a big test for climate smart agriculture’s (CSA) role in tackling climate change, and a notable foreshadowing of...
EU Hydrogen and Decarbonised Gas Package Presents Hydrogen Opportunities
May 3, 2024 By Charlotte Bucchioni The European Parliament’s adoption of a hydrogen and decarbonized gas market package— a framework to encourage growth in the nascent low-carbon hydrogen market— clears the path for legislation that defines low-carbon “blue” hydrogen...
Exploring a Biden Sequel
February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...
