American electricity customers are facing sticker shock that goes far beyond ordinary inflation. In the nation’s largest grid region, PJM Interconnection—serving 65 million people across 13 states and Washington, D.C.—capacity prices have risen from roughly $29 per MW-day in the 2024/2025 auction to $270, then $329–$333 per MW-day in subsequent auctions. That is an increase […]
Continue Reading
The U.S. government receives a 35% equity stake in NABEP’s corporate parent via the Department of War’s Office of Strategic Capital, a guaranteed right to buy 20% of offtake at production cost, and a right of first refusal on the remaining 80%. U.S. governance rights include veto power over board appointments, a requirement that a […]
Continue Reading
Britain’s downstream oil sector is shrinking in real time. Two refineries closed in 2025—Grangemouth in April and Lindsey in August—leaving only four operating sites: Fawley, Humber, Pembroke, and Stanlow. Liquid fuels still account for 47 percent of UK final energy consumption. There are no scalable near-term substitutes for diesel in freight, agriculture, and construction or […]
Continue Reading
ENB Pub Note: This article first ran on America Outloud by Ronald Stein and Mike Ariza. Both are great energy leaders and have been on the Energy News Beat Podcast. We highly recommend checking out America Outloud and subscribing. Because California’s transportation fuel market is isolated from the rest of the country, with no major transportation […]
Continue Reading
ENB Pub Note: This is an outstanding article from Dr. Tammy Nemeth on the Nemeth Report Substack. We highly recommend subscribing! Norway has punctured the illusion that Europe’s net-zero transition is attainable. At the end of August, Energy Minister Terje Aasland not only declared that Norway as Europe’s “green battery” was “a flawed idea”, but also made […]
Continue Reading
ENB Pub Note: This is from Andrew Koryboko’s Substack, and I find it very interesting. Venezuela is more than just oil; it is about global corruption, and we will be covering that on future podcasts. We recommend Andrew’s Substack as he has interesting viewpoints not covered in mainstream media. The US’ newly formalized control over the […]
Continue Reading
Energy News Beat — The question is no longer whether Winter Storm Uri was a one-off. The question is whether the United States is still pricing electricity as if kilowatt-hours were interchangeable, when what grids actually sell is energy that shows up when people need it. A widely circulated Electroverse post this weekend put the Texas […]
Continue Reading
The world is short of nearly everything. Shipping routes are under attack, refineries are maxed out, and energy policies have backfired. In this episode, commodities expert Jack Prandelli breaks down the “everything shortage”—the interconnected crises in oil, gas, food, and critical minerals that are reshaping geopolitics and creating the next commodity super-cycle. Discover why diesel […]
Continue Reading
That is not a talking point. It is the arithmetic of an integrated energy market that Ottawa cannot wish away, and Washington already understands. Smith’s warning, circulating widely after her CBC Power & Politics appearance and a clip posted by Stephen Taylor, is blunt: Alberta businesses will be hurt more by Canada’s own counter-tariffs than […]
Continue Reading
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 […]
Continue Reading