The US power sector is entering one of its most uncertain eras in decades. New federal policies are reversing renewable energy support, prioritizing fossil generation, and freezing permits for wind, solar, and storage projects – just as demand from electrification, manufacturing, and data centers reaches record highs.

The result is a perfect storm of policy shifts, supply chain constraints, and price volatility that’s reshaping how developers, utilities, traders, and investors plan for the future.

⚡ Policy Reversals and Market Impact: Explore how recent federal and state actions are changing project economics, delaying renewables, and shifting capital toward fossil projects.

🏗️ Permitting and Supply Chain Barriers: Understand the real constraints on turbines, transformers, and transmission and why even funded projects are facing multiyear delays.

 📈 Price and Capacity Volatility: Learn why power prices are fluctuating and what this means for market participants.

 🧭 Scenario Planning Under Uncertainty: See how you can model multiple futures to make resilient investment and trading decisions.