The International Energy Agency (IEA) has delivered a stark warning: global oil demand is now on track to contract sharply in 2026 amid the ongoing Strait of Hormuz supply shock triggered by the Iran war. What began as a geopolitical disruption has morphed into a full-blown demand destruction event, with high prices, scarce supplies, and […]
Continue Reading
ENB Pub Note: Just a friendly reminder that we have been tracking a national security issue in California. The following is from Ronald Stein on America Outloud, and we recommend following and subscribing! California is the 4th largest economy in the world and an “ENERGY ISLAND that is isolated from the other 49 States by […]
Continue Reading
A viral X post from @WallStreetApes on May 11, 2026, has spotlighted a growing tension in rural Georgia: the use of eminent domain by Georgia Power to acquire land and easements for high-voltage transmission lines. The lines are needed to support surging electricity demand, much of it from new hyperscale data centers driven by the […]
Continue Reading
The Trump administration continues its aggressive use of the Strategic Petroleum Reserve (SPR) to stabilize surging oil prices and provide relief to American consumers amid ongoing global supply disruptions tied to the U.S.-Iran conflict. On Monday, the U.S. Department of Energy (DOE) announced the release of an additional 53.3 million barrels of crude oil from […]
Continue Reading
PJM Interconnection, the nation’s largest regional transmission organization, is confronting a historic shift from electricity surplus to structural scarcity. A new special report released by PJM on May 6, 2026, titled Powering Reliability Through Market Design, details how unprecedented demand growth—fueled largely by hyperscale data centers and AI infrastructure—combined with accelerated retirements of dispatchable generation […]
Continue Reading
The North American Electric Reliability Corporation (NERC) has issued a rare Level 3 Essential Action Alert—its highest-urgency notification—warning that the explosive growth of data centers, particularly those powering AI training, cryptocurrency mining, and traditional computing loads, is introducing new risks to the bulk power system. Issued on May 4, 2026, the alert highlights “customer-initiated large […]
Continue Reading
Maryland ratepayers are staring down an estimated $1.6 billion hit to their electric bills over the next decade—roughly $345 per household—to fund transmission upgrades driven largely by data centers in Northern Virginia. The state’s Office of People’s Counsel (OPC) has filed a formal complaint with the Federal Energy Regulatory Commission (FERC), arguing that PJM Interconnection’s […]
Continue Reading
The U.S. nuclear fleet has seen dozens of reactors permanently shut down over the decades, driven by economics, aging infrastructure, regulatory decisions, and events like the 1979 Three Mile Island accident. As of 2026, the country operates around 94 commercial reactors with roughly 97 GW of net capacity. However, more than 40 commercial power reactors […]
Continue Reading
ENB Pub Note: This article was originally run on David Blackmon’s Substack, and we highly recommend subscribing. Ethonal needs to go away and have an organized move out of the market. This needs to be shut down, as it is worse for the environment, and ruins cars and shortens their useful life. Unless you are […]
Continue Reading
San Antonio is at the center of Texas’ booming data center surge, driven by AI and hyperscale computing. Roughly two dozen facilities in far western Bexar County already draw about 324 megawatts (MW) from CPS Energy. Projections show new centers could add another 2,700 MW by the end of 2028 and push total demand above […]
Continue Reading