International
US Energy News
Bessent Sees Oil as Low as $40 Post Iran War, Lower Yields
Energy News Beat analysis — September 4, 2026 Treasury Secretary Scott Bessent told Steve Bannon’s War Room that once the Iran conflict is behind the market, crude can fall to $50 or even $40 because the world will be “very much oversupplied.” He tied that drop directly to bond yields, arguing the oil–rates correlation is […]
Finance
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Electrical Generation / Utilities
The backlash is real, bipartisan, and already killing projects
Data Centers Done Right are a good thing – Done Wrong and we get problems. This is not a fringe NIMBY story. Polling flipped with unusual speed. A March 2026 Gallup survey found 71 percent of Americans opposed a data center in their area, including 48 percent who were strongly opposed — higher than opposition […]
Beyond Coal? India, Indonesia, and Vietnam Didn’t Get the Memo. Should Someone Tell Michael Bloomberg That Coal Is Not Quite Dead Yet?
Michael Bloomberg has poured more than $1 billion into campaigns to retire coal plants in the United States and globally. In 2019, his philanthropies committed $500 million to the Beyond Carbon effort. In 2021, he launched a drive to close a quarter of the world’s remaining coal plants and cancel all proposed ones by 2025. […]
AI / Data Center
The backlash is real, bipartisan, and already killing projects
Data Centers Done Right are a good thing – Done Wrong and we get problems. This is not a fringe NIMBY story. Polling flipped with unusual speed. A March 2026 Gallup survey found 71 percent of Americans opposed a data center in their area, including 48 percent who were strongly opposed — higher than opposition […]
“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 […]
