US Energy News
Natural Gas and Peak Oil – Doomberg
In a timely new analysis published today, Doomberg challenges conventional peak oil narratives with a provocative twist: it’s “Peak ‘Not Oil.’” The piece highlights how surging U.S. natural gas liquids (NGLs) — particularly propane and butane — are delivering a “tsunami of new supply” that the global economy is rapidly adapting to, rendering a narrow […]
Finance
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Electrical Generation / Utilities
Offshore Wind is Dying in the US to be replaced by Nat Gas and Nuclear
The latest development in America’s shifting energy landscape came on June 29, 2026, when the U.S. Department of the Interior (DOI) announced a settlement with Duke Energy. The utility will voluntarily terminate its $129 million Carolina Long Bay offshore wind lease and reinvest that capital into new natural gas generation, nuclear power, and grid enhancements […]
Wind Farm Near Highmore, South Dakota, has critical damage Highmore, SD
A powerful thunderstorm packing extreme straight-line winds slammed into central South Dakota this morning, leaving critical damage at a wind farm near Highmore in Hyde County. Storm chaser Jakob McMillin documented the scene in a widely shared post on X (formerly Twitter), showing multiple wind turbine towers collapsed or heavily damaged, with blades and structural […]
AI / Data Center
2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift
Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/ 1. Stock Market Performance & Economic Outlook Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include: Strong company balance sheets […]
AI Boom Forces Tennessee to Plan Massive Natural Gas Expansion
ENB Pub Note: This article first appeared on ZeroHedge, and we recommend following them. Stu Turley covered much of this on the Energy News Beat podcast with Steve Reese, Kirk Edwards, and Kimberly Page. The Tennessee Valley Authority says electricity demand is already exceeding its reference forecast, driven primarily by AI and hyperscale data center development. […]
Energy Security Starts at Home: Preparing for the Grid of Tomorrow
This was a fun discussion around Energy Security and the importance to consumers. Neil Chatterjee, Chief of Governmental Affairs, Palmetto, stopped by, and we had a wild discussion. Neil was also the Chairman and Commissioner of the Federal Energy Regulatory Commission. 1. Palmetto’s Consumer-Focused Clean Energy Platform Neil Chatterjee discusses his role as Chief of […]
Chinese Grid Operators Resist Plans To Boost Renewables To Power AI
China’s aggressive push to power its rapidly expanding AI data centers with renewables is running into practical resistance from grid operators, who warn that the sector’s inflexible power demands could increase reliability risks and complicate grid planning. Industry analysts and officials told Reuters that Beijing’s strategic goal of having renewables supply the majority of electricity […]
Chevron and Microsoft Sign 20-Year Power Deal for Texas Data Center
Chevron Corporation and Microsoft have signed a landmark 20-year power purchase agreement to supply electricity to a major data center campus in West Texas. The deal centers on a large natural gas-fired power plant being developed in partnership with investment firm Engine No. 1, marking one of the largest collaborations to date between a U.S. […]
