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AI

Grid Stocks Are Poised to Take Advantage of Years of Neglect, Even Past the AI Boom

December 8, 2025 Clark Savage

In an era where artificial intelligence (AI) is reshaping industries, one often-overlooked beneficiary is the U.S. electric grid—a system that has suffered from decades of underinvestment and neglect. As data centers powering AI consume ever-greater […]

The Trump Administration Looks to a $80 Billion Nuclear Move Targeting AI and Data Center Growth
Electrical Generation / Utilities

The Trump Administration Looks to a $80 Billion Nuclear Move Targeting AI and Data Center Growth – Where do you invest?

October 30, 2025 Clark Savage

In a bold strategic pivot, the Trump administration is spearheading a massive revival of the U.S. nuclear energy sector, committing to at least $80 billion in new reactor construction to fuel the insatiable energy demands […]

AI

Can Chris Wright Deliver a Rare Earth Revival in Just Two Years?

October 27, 2025 Andy Del Prado

Daily Standup Top Stories Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? October 25, 2025 Clark Savage In an outstanding interview with Larry Kudlow on Fox Business, […]

AI

AI-Fueled Rally Shows Weakness as Power Stocks Stumble and Investors Have Questions

October 24, 2025 Clark Savage

The blistering rally in power stocks, ignited by the insatiable energy appetites of AI data centers, appeared unstoppable earlier this year. Utilities and independent power producers surged as Wall Street bet big on a structural […]

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

Stocks
Big Oil Companies

Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN

October 1, 2025 Clark Savage

In a bold address to the United Nations General Assembly last week, President Donald Trump lambasted international climate agreements and green energy initiatives, calling them “job-killing schemes” that hinder economic growth and energy independence. Trump’s […]

AI

Between the EPA Rulings this Week and Secondary Sanctions – ENB Weekly Recap

August 2, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Is Trump stalling solar and wind projects, or are people waking up to the fact that China has embedded kill switches or spy products in renewable energy components? It depends […]

AI

Trump’s Risky Move: Secondary Sanctions on India?

July 31, 2025 Andy Del Prado

President Trump is poised to make a significant error. This is a massive problem for the Trump adminstration and they need to not put secondary sanctions on India. We do business with China, and they […]

AI

What is the future of the United States Grid? Well it will involve decentralized management, AI, and lots of privately held Microgrids.

July 30, 2025 Clark Savage

We are witnessing a significant transformation in the United States Grid right now.  And the fast-moving Trump administration has a wrecking ball they are using to take down the Obama-era regulations and handicaps placed on […]

US Green Project Cancellations Hit $22 Billion in First Half
Electrical Generation / Utilities

US Green Project Cancellations Hit $22 Billion in First Half

July 24, 2025 Clark Savage

In a stark indicator of shifting priorities in the US energy sector, clean-energy project cancellations, closures, and scale-backs reached a staggering $22 billion in the first half of 2025. This figure, representing about 17% of […]

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