US LNG export infrastructure is rapidly scaling up, turning American shale gas into a cornerstone of global energy supply. This buildout underscores US energy dominance through exports, as highlighted in recent analyses by commodity trader and analyst Jack Prandelli on X). His posts detail the current state of US LNG terminals and the surge in […]
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The U.S. power grid faces a deepening equipment crisis, with power transformer lead times reaching record highs and constraining everything from routine repairs to major new infrastructure projects. According to recent industry data, standard power transformer delivery times now average 128 weeks (nearly 2.5 years), while generator step-up (GSU) transformers average 144 weeks, with some […]
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In a landmark development for global energy markets, the United States has officially become the world’s number one exporter of oil (crude + refined products) and maintains its long-standing position as the top producer of both oil and natural gas. This shift, reported in early June 2026, marks a dramatic reversal from decades when the […]
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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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As of early June 2026, Kinder Morgan’s long-awaited Gulf Coast Express (GCX) pipeline expansion is entering service, marking a major step forward for natural gas takeaway from the Permian Basin. The fully contracted, $455 million project (Kinder Morgan’s share approximately $161 million) adds 570 MMcf/d of incremental capacity through new compression along the existing 500-mile […]
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The U.S. trade deficit narrowed in April 2026, with exports hitting a record high as surging crude oil and petroleum product shipments more than offset a sharp rise in imports of computers, semiconductors, and telecommunications equipment tied to the AI data center boom. According to data from the Bureau of Economic Analysis (BEA), the trade […]
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In the heart of America’s oil boom, a tale of two fuels is unfolding in the Permian Basin. While soaring crude prices fueled by the Iran war have oil producers celebrating record revenues, associated natural gas has become a costly burden. At the Waha Hub—the key pricing point for Permian gas—prices have now been negative […]
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China is moving fast to solve one of the biggest bottlenecks in the global AI race: powering data centers quickly and cheaply. According to state broadcaster CCTV, the country has just launched its first prefabricated computing power hub in the eastern city of Qingdao, Shandong province. This modular power solution promises to slash construction time […]
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The global order of the energy industry is shifting and where the Permian Basin will fit in is an intriguing question. It will of course be very important, but in what relation to Russia, Saudi Arabia and the other members of OPEC and OPEC-Plus? How will Europe and Asia factor in with their massive and […]
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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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