INSIGHTS
Thinking about what changes next.
Energy markets are shaped by interacting forces—technology, regulation, capital, customer expectations and changing economics. EBS Insights examines those shifts, what they mean for businesses and markets, and the strategic choices they create.
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Characterize Before You Capitalize
Read Insight →: Characterize Before You CapitalizeA demand-side framework for an increasingly intelligent electricity system. Before building against the next increment of forecast demand, how well do we understand the demand we are planning…
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The Queue Is Not the Grid
Read Insight →: The Queue Is Not the GridInterconnection queues measure requests, not reality. The strategic question is which generation and large-load commitments are sufficiently tested, collateralized and credible to justify capital investment.
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Hormuz: Straitjacket or Sports Coat?
Read Insight →: Hormuz: Straitjacket or Sports Coat?The Strait of Hormuz crisis revealed something more durable than an oil-price spike: the ability to convert a physical chokepoint into economic leverage. What is that leverage actually…
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The Friction Economy
Read Insight →: The Friction EconomyEnergy markets know how to price supply. The emerging strategic advantage may be knowing which claims of flexibility are real before capital is committed.
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Hormuz- Where the Barrels go- and What a Toll Costs each Market
Read Insight →: Hormuz- Where the Barrels go- and What a Toll Costs each MarketAn interactive look at how crude oil and petroleum-product flows through the Strait of Hormuz reach global markets—and how alternative transit tolls could redistribute costs across those markets.
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Power Surge: What if China’s and US’s Electricity Problem Isn’t Really a Supply Problem?
Read Insight →: Power Surge: What if China’s and US’s Electricity Problem Isn’t Really a Supply Problem?China is building transmission. The United States is building markets. Both may be underestimating the strategic value of managing demand before building around it.
Strategic perspective, not commentary.
EBS Insights focuses on the implications behind market developments: what changed, why it matters, and what leaders may need to do differently.