Gas and Coal Will Be Powering the AI Race

The AI boom is rewriting the rules of U.S. electricity demand, and the numbers don’t lie. BloombergNEF’s latest analysis, highlighted in a widely shared post by energy analyst David Blackmon (@EnergyAbsurdity), projects that data centers will drive massive incremental power needs through 2035. The stacked bar chart from BNEF is crystal clear: combined-cycle gas turbines […]

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Week Recap: Energy Shifts: EVs, Oil, Geopolitics

Weekly Daily Standup Top Stories EV Slowdown Steers the World Further Off Course From Net Zero June 16, 2024 Stu Turley Electric vehicles have swiftly gone from a bright spot in the global climate fight to cause for concern, leading BloombergNEF to slash sales estimates and warn that the auto industry is falling further off the track toward [… […]

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EV Slowdown

Daily Standup Top Stories EV Slowdown Steers the World Further Off Course From Net Zero June 16, 2024 Stu Turley Electric vehicles have swiftly gone from a bright spot in the global climate fight to cause for concern, leading BloombergNEF to slash sales estimates and warn that the auto industry is falling further off the track toward [… API, […]

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