For five years, Brazil's LNG import terminals have operated as private clubs. Whoever owned the regasification asset — Petrobras, Eneva, Compass, New Fortress — effectively decided which molecules crossed the jetty. O...
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BNamericas puts the number at up to US$20 billion across Brazil's 2026 energy and transmission auctions.[1] That headline is worth reading twice — not because the figure is large, but because of what it implies about ...
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Part 4 in our series on FERC, interconnection, and the cost-allocation war reshaping U.S. data center load.
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Yesterday's unanimous Notice of Proposed Rulemaking from the Federal Energy Regulatory Commission rewriting the natural gas blanket certificate regime under Part 157 Subpart F is the most consequential U.S. midstream ...
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Within a single 24-hour window in late May, Brazil's electricity regulator did something that will not move a stock price, will not clear a megawatt, and will not produce a headline outside the trade press. ANEEL anno...
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A month ago in these pages, I argued that ANEEL's Âmbar decision was not a consumer-protection ruling but a credit event — a regulator quietly repricing the bankable cashflows under Brazil's senior infrastructure debt...
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By P & L Energy | May 22, 2026
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May 2026
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May 2026 · Part three in a series on FERC data center interconnection policy
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On May 13, Wärtsilä announced it had secured equipment supply contracts to deliver 36 balancing engines — totaling 371 MW of flexible generation capacity — to a power complex being developed by Origem Energia in Brazi...
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