


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...
‘There’s no money left’ The UK Labour Party’s Fiscal Conundrum
May 20, 2024 By Mathew Gilbert, Head of Capstone’s European Practice The last time the UK Labour Party was in government in 2010, Liam Byrne, the chief secretary to the Treasury under Gordon Brown, left a note for his successor, which simply said: ‘Dear chief...
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...
For Every Action, an Equal Reaction: Renewed China Trade Conflict and the Likely Chinese Response
May 6, 2024 By Andrew Gier, Capstone trade analyst When it comes to China trade policy, President Biden’s time in office has been less turbulent than his predecessor. While he has sought to address Chinese competition in key strategic areas through things like export...