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Grid Stocks Are Poised to Take Advantage of Years of Neglect, Even Past the AI Boom

December 8, 2025 Clark Savage

In an era where artificial intelligence (AI) is reshaping industries, one often-overlooked beneficiary is the U.S. electric grid—a system that has suffered from decades of underinvestment and neglect. As data centers powering AI consume ever-greater […]

AI

Demand for Nat Gas Spikes Prices, and Creates Market for Coal

December 8, 2025 Clark Savage

In the evolving landscape of global energy, 2025 has marked a pivotal shift where surging demand for natural gas—fueled by artificial intelligence (AI) data centers, liquefied natural gas (LNG) exports, and seasonal weather patterns—has driven […]

AI

CME Futures Outage Disrupts Trading Across Global Markets

December 1, 2025 Clark Savage

In a stark reminder of the fragility of modern financial infrastructure, the Chicago Mercantile Exchange (CME) Group experienced a major outage on November 28, 2025, halting trading across its Globex platform for over 11 hours. […]

power markets
AI

The U.S. Grid Faces a Perfect Storm After Decades of Neglect. Energy Security starts at home, literally. 

November 30, 2025 Clark Savage

As the winter of 2025-2026 looms, the United States’ power grid is teetering on the edge of crisis. Years of underinvestment, fragmented management, and inadequate preparation have left the nation’s energy infrastructure vulnerable to extreme […]

AI

The US Biggest Natural Gas Pipeline Buildout Since 2008 Propels Energy Dominance

November 20, 2025 Clark Savage

In a resurgence reminiscent of the late 2000s energy boom, the United States is witnessing its largest natural gas pipeline expansion in nearly two decades. With up to a dozen major projects underway, primarily in […]

AI

Nvidia Earnings Released and Helps Ease the Fear of an AI Tech Bubble

November 19, 2025 Clark Savage

In a highly anticipated release on November 19, 2025, Nvidia Corporation unveiled its third-quarter fiscal 2026 earnings, delivering results that surpassed Wall Street expectations and provided a much-needed boost to the AI sector. The chip […]

AI

Big Oil Enters the “Survival Efficiency” Era: Boosting Production with Fewer Workers Amid AI-Driven Gains

November 18, 2025 Clark Savage

As global oil prices hover below $70 per barrel and competition intensifies, major oil companies are achieving a remarkable feat: record or near-record production levels while significantly reducing headcounts. This shift marks what industry insiders […]

AI

Data Centers Are Concentrated in a Handful of States, and Here’s What’s Happening to Electricity Prices

November 17, 2025 Clark Savage

In the era of AI-driven innovation and cloud computing dominance, data centers have become the unsung powerhouses of the digital economy. But this boom comes at a cost—literally. Concentrated in just a few states, these […]

AI

Chevron’s Future: Why the CEO Is All In

November 17, 2025 Andy Del Prado

The world needs trillions of dollars just to meet normal decline curves, and we are tracking the oil and gas businesses’ returns to investors as consistent compared to renewable energy sources. Consumers and investors want […]

U.K.
AI

Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter

November 16, 2025 Clark Savage

In a recent op-ed for The Telegraph, energy analyst Kathryn Porter laid bare a stark reality for the UK’s Labour government: the ambitious pursuit of AI-driven economic growth is fundamentally at odds with the rigid […]

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