The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]
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This was a fun podcast with Mark Mukhija, Eagle Nuclear Energy Corp. (NASDAQ) NUCL. “ Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? “ Mark Mukhija, Eagle Nuclear Energy Corp, NUCL I learned a lot from Mark, and this was an absolute blast to […]
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ENB Pub Note: This article was originally published on America Outloud by Ronald Stein, and we recommend you subscribe to his lists below. A Trillion-Dollar Contradiction: A Picture Paints a Thousand Words: Electricity is becoming the most valuable commodity on earth. The AI revolution will drive demand to levels that intermittent power from breezes and sunshine […]
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This was a lot of fun with Ron as we covered his latest earnings reports from Liberty Energy, and the exciting direction for Liberty in the AI and Data Center space. In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are […]
Continue ReadingAs we kick off 2026, it\’s time to reflect on the whirlwind year that was 2025 in the energy sector. From record-breaking production to geopolitical shrugs and the relentless march of technology, 2025 taught us invaluable lessons about balancing ambition with reality. At the heart of it all is a timeless truth: \”The grid requires […]
Continue ReadingDavid Blackmon stops by to talk about his Forbes Article and the Geopolitical Issues we face. Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian […]
Continue ReadingThis is an important story that is evolving as we speak. Stu Turley wrote about this a year ago, and it is now evolving into a mix of how the global finance market is morphing into gold-backed securities rather than a security based upon nuclear military might. This is a huge change, and when you […]
Continue ReadingThe world needs trillions of dollars just to meet normal decline curves, and we are tracking the oil and gas businesses\’ returns to investors as consistent compared to renewable energy sources. Consumers and investors want low-cost and reliable energy, and with leaders like Gavin Newsom representing the United States at COP30, we can rest assured […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] […]
Continue ReadingThis was a great live podcast with Tracy Shuchart, CEO/Founder & Chief Market Strategist with Hilltower Resource Advisors, and Josh Young, Portfolio Manager at Bison Interests. We have had 6,811 views on my X account with 32K in impressions. People have really enjoyed listening to Tracy Shuchart and Josh Young. We also recommend following his […]
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