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- PerspectivesEnergy & Power
The stages of an energy transition that have to come first are the ones the national record does not count
The ten-year Treasury yield rose from 0.89 percent in 2020 to 4.29 in 2025 while crude ran from 39 dollars a barrel to 95 and back to 65, so both terms of a transition's first calculation moved in every year the plant was going up. The record that counts plant and vehicles closely does not count generation, transmission or interconnection at all.
- PerspectivesEconomic Security
Commodity dependence is an exposure in the budget, and the conversion that ends it runs slower than the price cycle
Texas raises more severance tax than any other state, 8.00 billion dollars, and that is 8.9 percent of what Texas collects; the same tax is 47.2 percent of North Dakota's. The exposure therefore sits in the size of the rest of the base, and the spending that would widen one moves slowly: factory construction rose for four years, then fell.