United States: Oil, Gas & Electricity

U.S. battery energy storage installations reached record highs in Q1 2026, while California pushes forward with ambitious offshore wind plans and major solar-plus-storage projects secure billions in financing. Despite federal headwinds, state officials and industry leaders remain committed to renewable energy targets, with significant developments spanning from California's Central Valley to New York's community solar initiatives.

Power availability and grid constraints have emerged as the defining bottleneck for data center development and AI infrastructure growth.

Two states have adopted their own low-carbon fuel standard (LCFS) programs, signaling continued expansion of the regulatory landscape for transportation fuel providers.

The U.S. Securities and Exchange Commission has proposed a complete rescission of its landmark climate-related disclosure rules adopted in March 2024, citing concerns about regulatory overreach and unjustified compliance costs. This development represents a dramatic reversal in federal environmental disclosure policy, influenced by recent Supreme Court decisions that curtailed agency deference and raised questions about the SEC's statutory authority. Companies that invested in climate reporting infrastructu

The SEC's May 2026 proposal to rescind its landmark climate disclosure rules marks a decisive shift in federal ESG rulemaking, creating significant strategic implications for public companies, investors, and legal counsel...

The EPA has loosened federal restrictions on hydrofluorocarbons used in cooling equipment, while California regulators advance controversial bans on gas water heaters and furnaces in homes. Meanwhile, enforcement actions target Volvo for alleged emissions violations, and debates continue over water allocation impacts on salmon populations and the timing of vehicle emissions standards.

On May 21, 2026, the Federal Energy Regulatory Commission voted unanimously — 5 to 0 — to propose the most sweeping overhaul of its natural gas blanket certificate program since the program was last substantially...

Small modular reactors are emerging as a potential solution for Colorado's energy infrastructure needs, offering firm, carbon-free generation with enhanced safety features and flexible siting options.

Pennsylvania is emerging as a strategic hub for data center and AI infrastructure development, offering a unique convergence of manufacturing capacity, energy resources, and regulatory frameworks. The Commonwealth's position as the largest net exporter of electricity in the United States, combined with its robust industrial supply chain and skilled workforce, creates compelling advantages for developers and investors navigating this rapidly evolving market.