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 […]
Continue Reading
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 […]
Continue Reading
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 […]
Continue Reading
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. […]
Continue Reading
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 […]
Continue Reading
Hat Tip to NBC4 Washington and the LinkedIn post by Bethany Boo, which highlighted the story. We covered this on the Energy News Beat Substack. Just before 8 a.m. on Wednesday, July 22, 2026, electricity flickered on and off for roughly 10 minutes across a vast stretch of the eastern United States—from Chicago to Boston […]
Continue Reading
Back-to-back heat waves sweeping the United States are pushing electricity grids to a tipping point, as temperatures topping 100°F (38°C) drive households to max out air conditioners while a surge in around-the-clock demand from AI data centers and factories shrinks power reserves and strains decades-old transmission equipment. This is emerging as the new normal for […]
Continue Reading
The ongoing conflict in the Middle East, including disruptions through the Strait of Hormuz and damage to key Qatari LNG infrastructure, has triggered a sharp global LNG supply crunch. This is forcing buyers in Europe and Asia to pivot aggressively toward coal, oil products (such as fuel oil, naphtha, and propane), and alternative natural gas […]
Continue Reading
The explosive growth of data centers, driven primarily by artificial intelligence, is reshaping America’s electricity landscape. High-end projections now show data centers potentially consuming up to 20% of total U.S. electricity by 2035 in aggressive scenarios—roughly a four- to five-fold increase from today’s ~4-5% share. Even as AI model developers announce efficiency gains, the underlying […]
Continue Reading
Yasir Arafat, Co-Founder, CTO, & President, stops by the Energy News Beat podcast On July 4th, 2024—America’s 250th birthday—something extraordinary happened that most people missed. Allo Atomics turned on a brand new advanced nuclear reactor for the first time in 50 years. But here’s what makes this truly revolutionary: they designed, built, and achieved criticality […]
Continue Reading