Spencer Ogden

Insights Hub

Market intelligence, sector trends, and expert perspectives shaping the future of energy, infrastructure, and natural resources.

A $500 Million Signal: Contract Capability Is Now the Growth Engine, Not the Fallback
Critical Infrastructure

A $500 Million Signal: Contract Capability Is Now the Growth Engine, Not the Fallback

The Global Data Center Market: Reading the Big Picture
Critical Infrastructure

The Global Data Center Market: Reading the Big Picture

North America's Data Center Reckoning: Growth Meets Grid Reality
Critical Infrastructure

North America's Data Center Reckoning: Growth Meets Grid Reality

Europe, the Middle East and the Push for Clean, Compliant Capacity
Critical Infrastructure

Europe, the Middle East and the Push for Clean, Compliant Capacity

Asia Pacific's Build-Out: Scale, Sovereignty and Sustainability
Critical Infrastructure

Asia Pacific's Build-Out: Scale, Sovereignty and Sustainability

A Plant That Won't Switch on Until 2036, and Why the Leadership Hiring Clock Is Already Running
Critical Infrastructure

A Plant That Won't Switch on Until 2036, and Why the Leadership Hiring Clock Is Already Running

Why is AI data center growth colliding with the US power grid?
Critical Infrastructure

Why is AI data center growth colliding with the US power grid?

Why Is Grid Capacity Now the Biggest Barrier to US Data Center Growth?
Critical Infrastructure

Why Is Grid Capacity Now the Biggest Barrier to US Data Center Growth?

What's Driving the EMEA Data Center Power Squeeze in 2026?
Critical Infrastructure

What's Driving the EMEA Data Center Power Squeeze in 2026?

How Is Asia Pacific Scaling Data Center Capacity Amid the AI Boom?
Critical Infrastructure

How Is Asia Pacific Scaling Data Center Capacity Amid the AI Boom?

H1 2026 People Moves in Renewable Energy & Infrastructure
Finance

H1 2026 People Moves in Renewable Energy & Infrastructure

Why is the AI data center boom running out of people, not just power?
Critical Infrastructure

Why is the AI data center boom running out of people, not just power?