by Emily Brown Easley | Mar 5, 2026 | Energy, Market Insights
By Emily Easley, Founder, NOVUS Energy Advisors Two months into 2026 and the tone in the power sector has already shifted. A year ago, the conversation around AI and electricity was dominated by eye-catching forecasts and theoretical gigawatt needs. Today, the mood is...
by Emily Brown Easley | Jan 12, 2026 | AI, Energy
By Emily Easley, Founder, NOVUS Energy Advisors AI data centers and hyperscale computing are transforming U.S. power markets. Regulators at FERC and ERCOT are debating whether large loads should self-supply electricity, bypass utilities, and build private energy...
by Emily Brown Easley | Oct 15, 2025 | AI, Energy, Energy Policy
By Emily Brown Easley Rick Perry’s Fermi America rang the Nasdaq bell last week and for Wall Street, it wasn’t just another IPO — it was a $682 million bet ($692 million effective stock price) on an AI-powered energy infrastructure company. Fermi calls itself a REIT...
by Emily Brown Easley | Jul 11, 2025 | Energy, Energy Policy
Trump’s “One Big Beautiful Bill” just created a massive reallocation of private capital—here’s where the biggest opportunities are hiding.President Trump’s “One Big Beautiful Bill,” signed July 4th, represents the largest...
by Emily Brown Easley | Jun 24, 2025 | Energy, Market Insights
The power grid rarely makes headlines unless something goes wrong. Yet buried within this sprawling network of wires and substations lies a technology so fundamental that modern life would collapse without it: the transformer. These hulking metal boxes have quietly...
by Emily Brown Easley | Jun 16, 2025 | Energy
The House’s sweeping tax bill sets up an epic battle over America’s energy future—and the outcome hinges on Republican senators caught between party loyalty and their states’ economic interests. The massive tax bill that narrowly passed the House in...
