US Energy News
Diesel Hits New Highs in Price, and Lows in Inventory
Energy News Beat | August 27, 2026 The U.S. diesel market is doing what tight commodity markets always do: it is advertising the shortage in the only language that matters — price. For the week ending August 21, EIA distillate stocks fell 2.2 million barrels, or 2.1%, to 103.4 million barrels. That is the lowest […]
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Electrical Generation / Utilities
White House Declares National Emergency to Secure the U.S. Bulk-Power System – Will We See If Chinese Grid Equipment Is Removed?
President Trump signs Executive Order 14420, targeting foreign-made grid equipment, software, and remote-access gear as electricity demand from AI, manufacturing, and defense rises. President Donald J. Trump signed Executive Order 14420 on August 26, 2026, declaring a national emergency to secure the United States bulk-power system. The order invokes the International Emergency Economic Powers Act […]
PowerGab Ep126 – Net Zero = High Gas Prices
This was an absolute blast, and I am looking forward to having Amy Cooke and the Energy Bad Boys on the Energy News Beat Podcast. Amy does a great job wrangling tPowerGab Podcast: Energy Policy, Grid Reliability, and the Cost of Net Zero In this episode of PowerGab, host Amy Cooke sits down with Stu Turley, president and CEO […]
AI / Data Center
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 […]
Texas Governor Greg Abbott has directed a halt on new data center connections to the ERCOT grid pending a comprehensive audit of their energy use, water consumption, financing, ownership, and community impacts.
This action, announced August 3, 2026, comes roughly three weeks after New York became the first state to impose a temporary statewide moratorium on new hyperscale data centers. It applies to projects seeking to interconnect with the Electric Reliability Council of Texas (ERCOT) system and pauses related transmission planning work, including the “Batch Zero” study. […]
EQT Announces Raised Guidance and Strong Earnings: The Future Is Bright
EQT Corporation (NYSE: EQT), the largest natural gas producer in the United States, delivered a standout second quarter of 2026 and raised full-year production guidance, underscoring the strength of its low-cost model and positioning the company at the center of growing domestic and global natural gas demand. On July 21, 2026, EQT reported sales volumes […]
