Energy Lab

Solar is still getting built. Wind is slowing down. And data center demand continues to reshape how projects move forward.   In this episode, Mike Keyser and the NRCO team break down the latest Clean Energy Outlook and walk through what recent policy changes, tariffs, and domestic content rules mean for renewable development. The conversation explores why solar growth may begin to level off despit...

Battery storage is booming. AI data centers are driving massive new electricity demand. And utilities are trying to plan a grid that can handle both.   In this episode, Mike Keyser and the NRCO team break down the latest Clean Energy Outlook and connect the dots across storage markets, generation retirements, and the rapid rise of AI infrastructure. The conversation explores why most battery deplo...

In NRCO's first webinar of 2026, Mike Keyser and the team discuss their energy policy, market and technology predictions for the year ahead.  The conversation centers on implications for electric cooperatives, as well as utilities, regulators, developers, and investors across the U.S. energy sector.  Who will be the biggest energy winner?  What will be the most significant technology breakthrough?...

The guys at NRCO went live at the 2025 Conference to bring you the Summer Clean Energy Outlook. We break down why LMPs are climbing and how the OBBBA is reshaping the game. We dig into the looming capacity gap, the headaches of FEOC rules for U.S. battery manufacturing, and why developers may still choose Chinese cells even with tariffs. We even zoom out to China and the APAC region, where energy...

Mike Loenen and Scott Bradtmiller go head-to-head on tariffs, trade, and whether broad-based tariffs are the right strategy for the U.S.  Later in the episode, Kolton Popp applies NRCO's AI Field Guide to some real-world practical examples.

In this episode, three of the NRCO staff discuss the detail behind their articles featured in NRCO's first quarter newsletter, NRCO Insights. Mike Keyser kicks off the discussion with data center loads and asks the question, "Can we build enough generation?"  To answer the question, he analyzed two decades of historical capacity additions to the electric grid, and what he found is that we've actua...

Join NRCO staff as they discuss NRCO's winter 2025 clean energy outlook. Alongside discussions on phantom metronome noises, the session explored trends in the power sector, particularly focusing on renewables, batteries, and wind energy amidst a backdrop of political and market uncertainties. The webinar also offered insights into upcoming events, such as NRCO's first technical conference in Alaba...