ENB Pub Note: This article first appeared on ZeroHedge, and we recommend following them. Stu Turley covered much of this on the Energy News Beat podcast with Steve Reese, Kirk Edwards, and Kimberly Page. The Tennessee Valley Authority says electricity demand is already exceeding its reference forecast, driven primarily by AI and hyperscale data center development. […]
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ENB Pub Note: This is a great post on LinkedIn from Doug Sheridan, and we highly recommend following him. The FT reports that NY is confronting a tightening electricity supply just as demand begins to rise after a decade of stagnation. For years, NY expected electricity demand to remain flat, helped by efficiency gains. Regulators […]
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China’s aggressive push to power its rapidly expanding AI data centers with renewables is running into practical resistance from grid operators, who warn that the sector’s inflexible power demands could increase reliability risks and complicate grid planning. Industry analysts and officials told Reuters that Beijing’s strategic goal of having renewables supply the majority of electricity […]
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Chevron Corporation and Microsoft have signed a landmark 20-year power purchase agreement to supply electricity to a major data center campus in West Texas. The deal centers on a large natural gas-fired power plant being developed in partnership with investment firm Engine No. 1, marking one of the largest collaborations to date between a U.S. […]
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Tesla has filed a trademark application for “MEGAPOD” — a move that signals far more than just brand protection. It points to a strategic pivot: transforming its vast Supercharger network and global vehicle fleet into one of the world’s largest distributed AI computing platforms. What the MEGAPOD Trademark Actually Means On June 18, 2026, […]
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OPEC released its 20th edition of the World Oil Outlook (WOO 2026) on June 18, 2026, delivering a comprehensive, data-driven assessment of global energy trends through 2050. The report projects continued strong growth in global oil demand, reaching 124.1 million barrels per day (mb/d) by mid-century — an increase of approximately 19 mb/d from 2025 […]
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There is a difference between Red and Blue States The headline from a June 19, 2026, OilPrice.com article captures a striking tension in U.S. energy policy: solar is repeatedly called “the cheapest power in human history” by sources like the IEA, yet multiple states—particularly blue ones—are dialing back aggressive renewable targets amid rising costs, reliability concerns, […]
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ENB Pub Note: This is from the Great Kathryn Poter, at Watt-Logic, and it is on point. Here is a transcript of a speech on grid stability that I gave to the International Energy Credit Association in Valencia on 16 June 2026… …………………………… Good morning, and thank you for inviting me to speak here today. […]
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The U.S. power grid faces a deepening equipment crisis, with power transformer lead times reaching record highs and constraining everything from routine repairs to major new infrastructure projects. According to recent industry data, standard power transformer delivery times now average 128 weeks (nearly 2.5 years), while generator step-up (GSU) transformers average 144 weeks, with some […]
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The U.S. wind and solar industries are facing a sharp policy reversal. The Trump administration’s One Big Beautiful Bill Act (signed July 4, 2025) and follow-on Executive Order have effectively ended the generous federal tax credits (Production Tax Credit under Section 45Y and Investment Tax Credit under Section 48E) that fueled much of the recent […]
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