US Energy News
The Collapse of U.S./Canada Trade Talks Threaten America’s Energy Security
ENB Pub Note: This article originally appeared on David Blackmon’s Substack; we highly recommend subscribing. We will be covering this on several podcasts this week. This also brings in the Hydro Connection from Canada to New York City that we have covered. It is not wise to spend billions on importing energy without alternative sources […]
Finance
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Electrical Generation / Utilities
Britain Doubles Down on Wind by Moving to Floating Wind Farms for More Expensive Energy
Britain is running out of shallow waters suitable for fixed-bottom offshore wind turbines and is now pivoting aggressively to floating wind farms in deeper seas around Scotland, Wales, and Cornwall. According to recent reporting, the government aims for roughly 3,000 new floating turbines over the next 10–15 years (about 500 by 2030), adding around 30 […]
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 […]
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 […]
