Clean Energy Outlook Part 2: Tariffs, FEOC, EIA, Recycling, Geothermal, & Data Centers in Space
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 despite large pipelines, what is driving the slowdown in wind and limited repowering activity, and how developers are adjusting strategies around interconnection and supply chains.
The team also digs into emerging technologies and what they could mean for long term grid strategy, from new geothermal breakthroughs to alternative ways of powering compute. The episode closes with a deeper look at data center demand, including the early concept of space-based infrastructure as a response to grid constraints.
11 Mar 2026
NRCO Clean Energy Outlook: Batteries, Data Centers, and the Future of the Grid Part I
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 deployments are concentrated in a handful of markets, what that means for broader grid strategy, and how utilities are thinking about reliability as the resource mix shifts.
The team also digs into the surge in data center load and what it could mean for long term grid planning, credit risk, and ratepayers. The episode closes with a preview of the next discussion: where the next wave of data centers might go, including the surprisingly real possibility of computing infrastructure moving into space.
21 Jan 2026
NRCO 2026 Predictions
Mike Keyser and the NRCO team share their energy policy, market forecasts, and technology predictions for 2026, focusing on the impact for electric cooperatives and other energy sector stakeholders.
19 Sept 2025
Live from the 2025 NRCO Conference: Summer Clean Energy Outlook
NRCO team broadcasts live from the 2025 NRCO Conference, dissecting rising LMPs, the OBBBA's impact, capacity gaps, FEOC rule challenges, and global energy planning differences in this clean energy outlook.
21 Aug 2025
Q2 Insights: The Great Trade Debate
Mike Loenen and Scott Bradtmiller debate U.S. tariff strategies, while Kolton Popp demonstrates NRCO's AI Field Guide in practical applications.
21 May 2025
Q1 Insights: A Deeper Dive Into Key Energy Issues
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 actually been going backwards - i.e. losing spare capacity - since the coal era ended in the early 2010s.
Next, Todd Bartling journeys into the world of autonomous vehicles, discussing their potential impact on energy demand and grid infrastructure. From experiences with Waymo's self-driving taxis in bustling cities to exploring the technological differences and future projections of autonomous fleets, the conversation unfolds exciting possibilities for the electric grid.
Lastly, Justin Mahoney provides a primer on advanced battery energy storage bidding strategies, including capitalizing on real-time market opportunities through DART spreads and high-frequency intra-hour trading. These innovative dimensions to energy market participation help further monetize and increase the value proposition for battery storage assets.
15 Apr 2025
Clean Energy Outlook: Winter 2025
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 Alabama, highlighting expected agenda topics and guest speakers. Additionally, attendees were invited to delve into a recently released white paper on energy storage, aimed at cutting through market misconceptions and providing a clear understanding of battery storage projects, from economic modeling to understanding market accreditation.
Amidst rich conversation around policy impacts, tariffs, and the battery storage landscape, the webinar emphasized the unpredictable nature of current market conditions, prompting industry professionals to prepare for turbulence in the evolving energy journey.
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