Transition Economics Institute
Live coverage
Powering the AI Transition
Data centres built for artificial intelligence have become the fastest-growing source of new electricity demand in the United States and a growing one in Europe, the Gulf and Asia.
See the eventLive coverage
Pakistan winter LNG shortfall
Pakistan went from diverting and cancelling contracted LNG cargoes in 2025 to a supply gap after Qatari deliveries stopped.
See the eventLive coverage
Strait of Hormuz disruption
The conflict that closed the Strait of Hormuz at the end of February 2026 cut oil and LNG transit out of the Gulf.
See the event
Live coverage
US LNG investment decisions
Since March 2026 three large US export projects have reached final investment decision: Phase 2 of CP2 LNG on 13 March, Commonwealth LNG on 15 May and Delfin's first floating liquefaction vessel on 3 June, with start-ups scheduled for 2030 and 2031.
See the event
Live coverage
PJM capacity and large loads
PJM's Reliability Backstop Procurement for a 6.8 GW target did not open its offer window on 30 September as planned, and its Order 1920 cost allocation is split between two proposals with a Fourth Circuit case pending.
See the event
Live coverage
ERCOT large-load review
On 3 August 2026 Governor Greg Abbott directed the Public Utility Commission of Texas and ERCOT to verify and audit large-load requests.
See the event
Developing
Climate and Energy
How climate conditions and climate policy feed into energy markets.
See the eventLatest
- FERC Review of Winter Storm Fern: 172 Bcf a Day of Gas Demand, 68 GW of Unplanned Outages and No Rolling Blackouts
- Iraq's Summer Power Gap Widens After Iranian Gas Flows Collapse Following the South Pars Strike
- Swiss Re Puts First-Half 2026 Insured Catastrophe Losses at $42 Billion, the Lowest Since 2020
Newsletter
The TEI Briefing
A weekly read on energy markets, policy and our latest research. Free, and you can unsubscribe at any time.
News
All briefsEvents
All eventsGlobal · From January 2025, ongoing
Powering the AI Transition
Data centres built for artificial intelligence have become the fastest-growing source of new electricity demand in the United States and a growing one in Europe, the Gulf and Asia.
Global · November 2025 to winter 2026-27
Pakistan winter LNG shortfall
Pakistan went from diverting and cancelling contracted LNG cargoes in 2025 to a supply gap after Qatari deliveries stopped.
Middle East · From late February 2026, ongoing
Strait of Hormuz disruption
The conflict that closed the Strait of Hormuz at the end of February 2026 cut oil and LNG transit out of the Gulf.
United States · March to June 2026
US LNG investment decisions
Since March 2026 three large US export projects have reached final investment decision: Phase 2 of CP2 LNG on 13 March, Commonwealth LNG on 15 May and Delfin's first floating liquefaction vessel on 3 June, with start-ups scheduled for 2030 and 2031.
Analysis
Research archive- Global
Hybrids and Mandatory BESS: How IGCEP and Wheeling Finally Meet Storage
- United States
Record United States Electricity Sales in the September 2026 STEO: Data Centres and Manufacturing
- Middle East
Brent under Middle East disruption: EIA STEO prices, shut-ins, and inventory draws
- Global
European power into autumn 2026: high renewables, weather risk, and industrial bills
- Global
IGCEP 2027 Data Calls While IGCEP 2025-35 Awaits Notification
- Global
Eleven Thousand Cleared Solar Cases and the Remainder Still Waiting
Consulting
Analysis built on the same evidence as our published research.
- Market and price analysis
- Power and gas modelling
- Policy and regulatory analysis for Pakistan, the United States and global markets
- Custom research