Energy Stocks Worth Looking Into for the Data Center Power Boom

The AI-driven data center boom is reshaping U.S. energy demand, with hyperscalers (Microsoft, Meta, Google, Amazon, Oracle, and others) pouring hundreds of billions into new facilities that require massive, reliable, 24/7 power. Natural gas—via pipelines, turbines, onsite generation, and supporting equipment—is emerging as a critical bridge fuel due to its dispatchability, speed of deployment, and […]

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Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs

AUSTIN, Texas — In a decisive move to protect residential electricity ratepayers amid Texas’s explosive data center boom, Governor Greg Abbott today directed the Public Utility Commission of Texas (PUC) and the Electric Reliability Council of Texas (ERCOT) to ensure that data centers fully fund their own electric infrastructure costs — preventing any of those […]

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An Economic Assessment of the 765-kV Strategic Transmission Expansion Plan Brent Bennett, Ph.D. talks about An Alternative Approach to Enable Cost-Effective Growth

Texas is facing explosive electricity demand growth from the Permian Basin’s oil and gas operations, data centers, manufacturing, and electrification. In response, ERCOT and the Public Utility Commission of Texas (PUC) have fast-tracked the 765-kV Strategic Transmission Expansion Plan (STEP)—including the Permian Basin Reliability Plan (PBRP)—a massive build-out of high-voltage transmission lines designed to import […]

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Data Centers Are Moving to Unincorporated Areas to Avoid Citizen Decision Impacts – Energy News Beat Exclusive Analysis

In rural Texas, a quiet but transformative shift is underway. Developers are increasingly siting massive data centers in unincorporated areas—where county governments have far less regulatory authority than cities—bypassing the kind of local zoning, public hearings, and citizen pushback that could slow or stop projects in more populated zones. This strategy is playing out dramatically […]

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Texas Leads the Energy Dominance Movement

In an era of surging global energy demand driven by AI, manufacturing resurgence, and geopolitical realities, Texas stands as the undisputed leader in American energy production, infrastructure, and innovation. The Lone Star State isn’t just keeping pace—it’s defining the future of reliable, affordable, and dominant energy. From record-breaking oil and gas output to a massive […]

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Net Zero, Wind and Solar: A More Expensive Combination for European and U.S. Grids

Lars Schernikau, Author and prior guest on the Energy News Beat nails it. Europe’s electricity grid may be the most complex machine humanity has ever built. Yet energy debates too often reduce the conversation to installed capacity, solar additions, or wind megawatts. This narrow focus misses the real engineering and economic reality. Europe’s electricity grid […]

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What is Going On with AI and Data Centers in the US?

The AI boom has supercharged America’s data center industry, turning what was once a steady infrastructure play into one of the fastest-growing drivers of electricity demand in the country. Hyperscalers and AI startups are racing to build massive facilities packed with GPUs that devour power at unprecedented rates. From rural Texas fields to Virginia’s “Data […]

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NERC Issues Alert on Data Centers Threatening Grid Stability

The North American Electric Reliability Corporation (NERC) has issued a rare Level 3 Essential Action Alert—its highest-urgency notification—warning that the explosive growth of data centers, particularly those powering AI training, cryptocurrency mining, and traditional computing loads, is introducing new risks to the bulk power system. Issued on May 4, 2026, the alert highlights “customer-initiated large […]

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UK Wind Falls to 0.6 GW Over Weekend

The United Kingdom’s vaunted renewable energy fleet delivered a stark reality check over the recent weekend. Despite boasting approximately 32 GW of installed wind capacity—onshore and offshore combined—actual output plummeted to just 0.6 GW, less than 2% of nameplate capacity. This collapse occurred overnight, when solar generation was zero, leaving Britain functionally reliant on dispatchable […]

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Over 367GW Grid Requirements in Texas ERCOT by 2032: Navigating the AI Data Center Boom for Investors and Consumers

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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