If you haven’t yet heard, natural gas is expected to become the nation’s dominant energy source by 2030, maybe even sooner, primarily driven by LNG and electrical power demand....
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In a time of war, the U.S. has now become the world’s largest crude oil exporter, surfing a wave of 50% higher prices depending on the day. Meanwhile in the Permian, there’s an infrastructure crisis preventing record volumes of natural gas to reach demand centers and Gulf Coast export markets when gas has never been needed most. ...
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Big ideas come naturally for celebrity investor Kevin O’Leary, but Stratos—also known as Wonder Valley—is by far his largest. Whether this project ever sees daylight could be a wonder all its own....
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Factoid: More than 4,200 data centers in the U.S. currently operate 24/7. Another 1,500 are under development. Not sure how many we need, but we do know crazy demand for power, largely driven by AI, is transforming how that power is sourced and supplied to data centers with their nonstop computing workloads....
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The Data Center That Ate Godzilla has yet to be announced in the U.S., but you can bet someone here is already flirting with the idea to outsize China Telecom’s 10.7 million square feet of thrumming machines. ...
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Reuters wants you to know that crude oil M&A has face-planted and mostly will stay that way for the rest of the year....
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