Liam Denning

Blaming the oil majors for spiking pump prices is mostly pointless. It is easy, however, so President Donald Trump may do so anyway as the Iran war and its oil impact segues into summer — which it almost certainly will. Big Oil can handle name-calling; it’s break-glass presidential policy options that should concern them.

When the governor of a big state lambasts your industry in public, you may legitimately worry. But when that governor starts talking rate-of-return calculations — quoting basis points — well, take cover.

Ford Motor Co. has finally hit upon an electric strategy that shouldn’t lose money. The key element is that it doesn’t involve vehicles — not for now, anyway.

Liam Denning | Bloomberg Ford Motor Co. has finally hit upon an electric strategy that shouldn't lose money.

Ford's electric vehicle ambitions may have spluttered so far, but its new energy business could keep the carmaker in play. It is betting heavily on grid batteries that could serve multiple purposes—and keep its electric mobility ambitions alive.

Angst over America’s biggest power grid has gone existential. Federal Energy Regulatory Commission Chairman Laura Swett’s recent speech to the PJM grid, delivered like a menacing eulogy, posited that “perhaps [PJM] simply has grown too big to function.”

Utilities are odd beasts, being regulated monopolies dressed up as competitive enterprises. That oddness extends to when they buy each other. Hence, in announcing NextEra Energy Inc.’s $118 billion acquisition of Dominion Energy Inc., which cements it as the largest listed utility in the world by far, the word “synergies” doesn’t appear at all. Instead, NextEra led with pledged payouts to Dominion’s customers and guarantees for jobs and local offices. That’s because utility deals don’t just get

When the governor of a big state lambasts your industry in public, you may legitimately worry. But when that governor starts talking rate-of-return calculations — quoting basis points — well,

If paying for carbon emissions is a tough sell, paying for someone else’s is a provocation. But that seems to be happening in a small corner of the US electricity market trying to do the right thing called New Jersey. The artificial intelligence boom and President Donald Trump’s energy peccadilloes look set to make things worse.

The SpaceX initial public offering prospectus is more than 400 pages of rocket fuel-grade ambition. It is also an extended warning for investors in Tesla Inc. who aren’t named Elon Musk.