International
US Energy News
The Americas Are the New Oil Growth Engine: +1.66 Million Barrels a Day in 2026 as OPEC Output Falls 5.4 Million
EIA’s October outlook has the U.S., Brazil, Guyana, Canada and Argentina adding barrels with no Gulf chokepoint in the way, while Hormuz flows collapsed and OPEC supply is forecast to drop by nearly a fifth. Illustrative AI-generated image of a generic offshore production vessel. No real vessel, facility or person is shown. For consumers, the […]
Finance
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Electrical Generation / Utilities
America’s Solar Buildout Has a Security Blind Spot
Panels, Chinese-linked inverters, rush interconnections, and what Iran-linked water cyberattacks teach ratepayers, utilities, and data-center investors This is the introduction for the Energy News Beat Research Desk on The Energy News Beat Substack. We are providing deeper dives for paid subscribers on Energy Topics, and this was requested by a paid subscriber. Bottom line up […]
PG and E Q3 Core EPS Falls to 41 Cents as Wildfire Fund Costs Jump 64%
California’s biggest utility missed Wall Street by a penny but held its 2026 and 2027 outlook. For customers, the bigger story is a typical 500 kWh bill of $203.54 a month and wildfire costs that keep landing on ratepayers. PG&E Corporation (NYSE: PCG) reported third-quarter results on Thursday, Oct. 22. Non-GAAP core earnings came to […]
AI / Data Center
The Five Most Promising Russian-US Economic Opportunities
ENB Pub Note: An interesting article from Andrew Korybko’s Substack newsletter. With Russia and Ukraine potentially interested in finally ending the war, this could be a bright spot. Doing business with Ukraine and Russia rather than bombing each other. Although Putin might agree to some trade-offs in Ukraine as the quid pro quo for these […]
Neil Winward, AI and the potential bubbles impact on Consumers and Investors
This was a fun podcast, and we covered a lot, including Bloom Energy and Neil’s Substack, The AI Grid Report. We highly recommend subscribing. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Neil Winward, founder of Dakota Ridge Capital and author of the AI Grid Report Substack, to explore […]
Bloom Energy: Fuel Cells, Natural Gas and the AI Power Rush
Bloom Energy sells on-site fuel-cell power plants to data centers, utilities, and businesses, and markets them as “clean energy.” ENB checked the company’s filings, product specs, and deals against federal data. Bloom’s sales and profits rose sharply in the first half of 2026, and as of the Oct. 21, 2026 close, its stock was up […]
Will SpaceX and Tesla Merge, and If So, When?
An Energy News Beat Channel Analysis Elon Musk’s two flagship companies have moved from informal collaboration into formal merger exploration. On October 20, 2026, during SpaceX’s Q3 earnings call, Musk confirmed that special committees of independent directors have been formed at both SpaceX and Tesla at the request of shareholders to evaluate a combination.Ars Technica […]
Spanberger Wants a Six-Year Rate Freeze. Her Merger Terms Push Clean Energy, Too
Gov. Abigail Spanberger ran on lowering energy costs. Her Oct. 19 merger testimony asks for a base-rate freeze and bigger bill credits, plus a zero-carbon data center subsidiary, heat pump and EV rate If you are a Dominion Energy customer, the “typical” bill for 1,000 kilowatt-hours a month was $149.92 in July 2025. On July […]
