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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 Clark Savage

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 […]

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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 […]

AI

Location, Location, Location: Why Drilling Success Depends on the Basin – ENB Weekly Recap

November 15, 2025 Clark Savage

Weekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable […]

AI

The Oil and Gas Global Markets Financial Update with Josh Young, and Tracy Shuchart

November 15, 2025 Clark Savage

This was a great live podcast with Tracy Shuchart, CEO/Founder & Chief Market Strategist with Hilltower Resource Advisors, and Josh Young, Portfolio Manager at Bison Interests. We have had 6,811 views on my X account […]

AI

Big Oil is Still Pumping Profits Despite Low Oil Prices

November 13, 2025 Clark Savage

In the volatile world of energy markets, 2025 has proven to be a year of contrasts for Big Oil. While crude oil prices have dipped amid oversupply concerns and shifting global demand, major players like […]

AI

Why Gavin Newsom Keeps Getting Energy Policy Wrong

November 13, 2025 Clark Savage

Daily Standup Top Stories COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? November 12, […]

AI

Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”

November 12, 2025 Clark Savage

The International Energy Agency (IEA) has released its World Energy Outlook 2025, painting a nuanced picture of global energy trends that challenges earlier narratives of a swift transition away from fossil fuels. In a revived […]

AI

Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?

November 12, 2025 Clark Savage

The US nuclear industry is experiencing a renaissance, fueled by massive investments and a surge in demand from energy-hungry AI data centers. According to recent reports, around $80 billion is pouring into new nuclear projects, […]

AI

Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

November 12, 2025 Clark Savage

In a bold move to capitalize on the surging energy demands of artificial intelligence, Chevron has announced its first dedicated power project for a data center in West Texas. This initiative marks the oil giant’s […]

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