Dallas Fed Energy Survey and Market Impact The U.S. oil and gas sector is showing clear signs of accelerating activity in the second quarter of 2026, according to the latest Dallas Fed Energy Survey. Executives report stronger business conditions, improved outlooks, and rising capital spending, even as input costs and operating expenses climb. This momentum […]
Continue Reading
ENB Pub Note: This article first appeared on ZeroHedge, and we recommend following them. Stu Turley covered much of this on the Energy News Beat podcast with Steve Reese, Kirk Edwards, and Kimberly Page. The Tennessee Valley Authority says electricity demand is already exceeding its reference forecast, driven primarily by AI and hyperscale data center development. […]
Continue Reading
ENB Pub Note: This is from the US Department of Energy and is very important. Well done, Secretary Chris Wright. Make no mistake, the EU’s overreach on methane reporting adds costs and is a way for them to justify their carbon markets for the wealth transfer they want to keep funding. We need to stand […]
Continue Reading
In a clear signal of strong institutional appetite for U.S. Gulf Coast LNG infrastructure, alternative investment firm Stonepeak has raised approximately $2.5 billion in private bonds to refinance debt linked to its investment in the Louisiana LNG export terminal project. The bonds were issued by Stonepeak Wallaby I Acquiror LP, the dedicated holding company for […]
Continue Reading
ENB Pub Note: This is a great post on LinkedIn from Doug Sheridan, and we highly recommend following him. The FT reports that NY is confronting a tightening electricity supply just as demand begins to rise after a decade of stagnation. For years, NY expected electricity demand to remain flat, helped by efficiency gains. Regulators […]
Continue Reading
The recent closure of the Strait of Hormuz and the resulting stranding of over 10 million barrels per day of crude from the Persian Gulf served as a stark wake-up call for import-dependent nations worldwide. In response, countries are racing to expand strategic petroleum reserves (SPR) and commercial storage capacity for both oil and LNG. […]
Continue Reading
China’s aggressive push to power its rapidly expanding AI data centers with renewables is running into practical resistance from grid operators, who warn that the sector’s inflexible power demands could increase reliability risks and complicate grid planning. Industry analysts and officials told Reuters that Beijing’s strategic goal of having renewables supply the majority of electricity […]
Continue Reading
China’s push to bring a second dedicated import terminal online for cargoes from Russia’s sanctioned Arctic LNG 2 project underscores strong underlying demand for liquefied natural gas (LNG) in the world’s largest buyer. The move highlights Beijing’s willingness to absorb discounted but geopolitically exposed supply to meet structural needs, even as stable alternatives like Qatar […]
Continue Reading
Chevron Corporation and Microsoft have signed a landmark 20-year power purchase agreement to supply electricity to a major data center campus in West Texas. The deal centers on a large natural gas-fired power plant being developed in partnership with investment firm Engine No. 1, marking one of the largest collaborations to date between a U.S. […]
Continue Reading
Energy Security Starts at Home, and your energy dominance is displayed through your exports. Joe Raia, Chief Commercial Officer at Abaxx Exchange, had a fun interview as he stopped by to give us an update. As a commercial tanker captain who moved into commodities trading, he has the knowledge and background to help guide the […]
Continue Reading