International
US Energy News
Cheniere Finishes Corpus Christi LNG Expansion as Overseas Markets Squeezed
Cheniere Energy has handed over the last piece of its Corpus Christi Stage 3 expansion just as the global LNG market is being pulled in two directions: Asia bidding hard for cargoes, and Europe trying to refill storage that is running well behind seasonal norms. The timing is not a coincidence. It is the point […]
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Electrical Generation / Utilities
What Is the Reason for the 1000% Increase in Power costs to Consumers?
American electricity customers are facing sticker shock that goes far beyond ordinary inflation. In the nation’s largest grid region, PJM Interconnection—serving 65 million people across 13 states and Washington, D.C.—capacity prices have risen from roughly $29 per MW-day in the 2024/2025 auction to $270, then $329–$333 per MW-day in subsequent auctions. That is an increase […]
“Profound Game-Changer”: Musk Launching New Turbine Blade Factory To Solve Shortage Threatening AI Boom
Elon Musk confirmed on August 29 that SpaceX is bringing the hardest part of the gas-turbine supply chain in-house: casting hot-section blades and vanes at a new foundry in Bastrop, Texas. He called the move “a profound game-changer” because those parts—not the rest of the machine—are what now set the pace of new natural-gas generation […]
AI / Data Center
“Profound Game-Changer”: Musk Launching New Turbine Blade Factory To Solve Shortage Threatening AI Boom
Elon Musk confirmed on August 29 that SpaceX is bringing the hardest part of the gas-turbine supply chain in-house: casting hot-section blades and vanes at a new foundry in Bastrop, Texas. He called the move “a profound game-changer” because those parts—not the rest of the machine—are what now set the pace of new natural-gas generation […]
US gas is winning the AI sprint. China is still winning the power marathon.
The United States has pulled ahead of China in building natural gas plants to feed AI data centers. That is a real, measurable shift. It is also not the whole race. Global Energy Monitor’s mid-2026 update, reported by the Washington Examiner, shows U.S. gas projects under construction at 52 GW after a 76% jump in […]
GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market?
Order a heavy-duty gas turbine from GE Vernova today, and it will not arrive until 2031. That production reality, confirmed on the company’s July 22, 2026, earnings call, sits beneath nearly every ambitious AI data-center power plan announced in recent years. GE Vernova closed the second quarter with a combined gas-power equipment backlog and slot-reservation […]
Oracle’s $165 Billion Data Center Plan Gets a Gas Pipeline Delay
Oracle’s ambitious $165 billion Project Jupiter data center campus in Doña Ana County, New Mexico—near the U.S.-Mexico border—has hit a low-tech but high-stakes snag. The natural gas pipeline critical to powering it will not be ready on the original timeline. Energy Transfer subsidiary Transwestern Pipeline has delayed the in-service date for its Green Chile Project […]
Texas data center pause puts 20% of US pipeline at risk of delay: BNEF
Texas Governor Greg Abbott’s directive pausing new data center interconnections to the ERCOT grid has placed nearly one-fifth of the entire U.S. data center development pipeline at risk of delays, according to analysis from BloombergNEF (BNEF). The move, announced August 3, 2026, requires a comprehensive audit of energy use, water consumption, financing, ownership, and community […]
