Duke Energy (NYSE: DUK) is navigating a critical juncture that could define its earnings trajectory and investor appeal for years to come. On April 15, 2026, the utility filed with the North Carolina Utilities Commission (NCUC) to recover approximately $809 million in extraordinary fuel and purchased power costs incurred during an extreme winter cold snap […]
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Texas is at the epicenter of America’s AI revolution, and the numbers are staggering. The Electric Reliability Council of Texas (ERCOT) has released a preliminary Long-Term Load Forecast projecting peak electricity demand could hit approximately 367,790 MW (367.8 GW) by 2032—more than four times the current all-time record of 85,508 MW set in August 2023. […]
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In just six weeks, the global energy paradigm has flipped. What a decade of climate summits, net-zero pledges, and green industrial policy could not achieve, Iran’s effective closure of the Strait of Hormuz—and the raw reality of AI’s insatiable power hunger—has done in a flash. Energy security is no longer a side note; it is […]
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The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]
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This was a fun podcast with Mark Mukhija, Eagle Nuclear Energy Corp. (NASDAQ) NUCL. “ Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? “ Mark Mukhija, Eagle Nuclear Energy Corp, NUCL I learned a lot from Mark, and this was an absolute blast to […]
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ENB Pub Note: This article was originally published on America Outloud by Ronald Stein, and we recommend you subscribe to his lists below. A Trillion-Dollar Contradiction: A Picture Paints a Thousand Words: Electricity is becoming the most valuable commodity on earth. The AI revolution will drive demand to levels that intermittent power from breezes and sunshine […]
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This was a lot of fun with Ron as we covered his latest earnings reports from Liberty Energy, and the exciting direction for Liberty in the AI and Data Center space. In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are […]
Continue ReadingAs we kick off 2026, it\’s time to reflect on the whirlwind year that was 2025 in the energy sector. From record-breaking production to geopolitical shrugs and the relentless march of technology, 2025 taught us invaluable lessons about balancing ambition with reality. At the heart of it all is a timeless truth: \”The grid requires […]
Continue ReadingDavid Blackmon stops by to talk about his Forbes Article and the Geopolitical Issues we face. Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian […]
Continue ReadingThis is an important story that is evolving as we speak. Stu Turley wrote about this a year ago, and it is now evolving into a mix of how the global finance market is morphing into gold-backed securities rather than a security based upon nuclear military might. This is a huge change, and when you […]
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