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Latest insights
Tech licensing: Where downstream value is shifting
Over the past two years, EPC firms have begun talking about process technology licensing in a materially different way. In corporate filings, expert calls, and investor communications, licensing is no longer positioned as an adjunct to project execution. Instead, it is increasingly framed as a core strategic lever—one that delivers capital light margins, recurring revenue, […]
Five shifts reshaping the methane emissions market
We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week. While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]
Stranded gas in Alberta and the Permian move data centers off the grid
In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]