C-MACC Weekly Sustainability and Energy Transition Report
Gumbo Economics: Energy Ingredients Cook Up Advantage
- 1st Topic of the Week: AI-driven power demand outpaces grid readiness, forcing utilities and developers to build sustainable capacity through integrated generation architectures that overturn legacy planning.
- 2nd Topic of the Week: Global hydrogen economics are shifting faster than strategies can adapt; if cracking, CBAM, and China’s green cost lead redefine advantage, are today’s leaders prepared for tomorrow’s reality?
- Otherwise, global energy systems, clean-tech supply chains, shifts in carbon policy, renewable fuel innovation, water scarcity, and momentum for circular infrastructure are shifting competitiveness and industrial strategies.
Exhibit 1: Exelon’s hyperscale pipeline makes Northern Illinois a noteworthy example for resilience capacity planning.
Source: Exelon – 3Q25 Earnings Presentation, November 2025
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