FedEx rolled out SAF at two major airports in late 2025, boosting coast-to-coast use. But limited production threatens to slow the sector’s momentum.

As digital energy demand accelerates faster than grid expansion, demand response and storage are emerging as core tools to manage peak exposure, costs, and execution risk.

AI and cloud growth are accelerating faster than energy planning can adapt. The result is rising costs, delayed deployments, and climate targets under pressure.

When expected generation fails to materialize during periods of rapid demand growth, costs and reliability degrade quickly — and the effects cascade across wholesale and retail markets.

AI and advanced data workloads are driving non-linear energy demand, exposing gaps between digital growth and energy capacity.

A new thermal battery delivers high-temperature heat from electricity, not gas. It could help manufacturers cut costs and carbon without overhauling operations.

New market data shows supply chain analytics shifting from optimization tools to foundational infrastructure for risk, resilience, and compliance.

Five years of supply chain data show rising disruption, persistent visibility gaps, and growing dependence on data and energy systems shaping risk over the next decade.

Procurement risk is increasingly shaped by energy availability, infrastructure capacity, and permitting timelines—before supplier decisions are even made.

Supply pressure and permitting constraints are driving renewed interest in wastewater and by-product streams as supplemental sources of recoverable materials.

When capacity tightens, supply chains don’t fail evenly. Platforms, contracts, and embedded rules increasingly decide who gets priority—and who waits.

Supply chain tech investment is rising, but reliability is getting harder to assume. New research shows why digitized networks can fail faster when physical constraints hit.

New York has begun construction on a $1.7 billion Wadsworth Center laboratory, consolidating public health testing infrastructure to strengthen long-term preparedness and resilience.

Pacifico Energy’s GW Ranch project secured a 7.65 GW air permit in Texas, highlighting how private-grid power campuses are reshaping energy supply for hyperscale AI data centers.

Logistics reliability is emerging as a board-level risk as supply chains face physical limits, delivery failures, and growing exposure across operations, finance, and governance.

Physical logistics limits are reshaping sourcing, inventory placement, and customer commitments earlier than planning cycles anticipated.

NeoVolta is entering U.S. battery manufacturing with a Georgia JV. The move positions the company to scale utility and C&I storage amid rising demand.

Eaton is separating its Mobility Group to double down on electrical and aerospace growth. How will that reshape the mobility supply chain?

Water is now a strategic risk, not just a utility. A new index from Ecolab and CDP offers companies a way to measure and manage water use with real benchmarks.

Southwest Power Pool is expanding west with a $150M project and 190 jobs. Its new Markets+ platform aims to modernize energy markets across the West.