Data centers are being built where land, fiber and tax breaks are, not where the power plants are. Moving that power takes new capacity, new high-voltage lines and new substations. This report follows the money from the PJM capacity auction to the Dominion transmission rider, the MISO, SPP and ERCOT long-range plans, the FERC rules […]
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Qatar, long the world’s LNG heavyweight, is shopping for American gas. On Thursday, Oct. 22, Cheniere and QatarEnergy signed deals for 4 million tonnes per year (Mtpa) of U.S. LNG through 2054. Later that day, Reuters reported QatarEnergy is in advanced talks to buy at least 3 Mtpa from Venture Global (NYSE: VG) on a […]
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ENB Pub Note: An interesting article from Andrew Korybko’s Substack newsletter. With Russia and Ukraine potentially interested in finally ending the war, this could be a bright spot. Doing business with Ukraine and Russia rather than bombing each other. Although Putin might agree to some trade-offs in Ukraine as the quid pro quo for these […]
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This was a fun podcast, and we covered a lot, including Bloom Energy and Neil’s Substack, The AI Grid Report. We highly recommend subscribing. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Neil Winward, founder of Dakota Ridge Capital and author of the AI Grid Report Substack, to explore […]
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Bloom Energy sells on-site fuel-cell power plants to data centers, utilities, and businesses, and markets them as “clean energy.” ENB checked the company’s filings, product specs, and deals against federal data. Bloom’s sales and profits rose sharply in the first half of 2026, and as of the Oct. 21, 2026 close, its stock was up […]
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Gov. Abigail Spanberger ran on lowering energy costs. Her Oct. 19 merger testimony asks for a base-rate freeze and bigger bill credits, plus a zero-carbon data center subsidiary, heat pump and EV rate If you are a Dominion Energy customer, the “typical” bill for 1,000 kilowatt-hours a month was $149.92 in July 2025. On July […]
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AI data centers, LNG tankers and the power plants that keep your lights on all want more of the same molecules. The gas is there, but the pipes, the winter weather, competitive price points, capacity/transportation availability and the rules decide who gets it, and at what price. A Special Edition on demand, supply, grid risk, […]
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In this episode of the Energy Newsbeat podcast, host Stu Turley sits down with David Blackmon (Forbes contributor and Energy Impacts podcast host) and Mike Umbro (energy innovator and founder of California for Energy and Science) to explore a groundbreaking solution to California’s energy crisis. The conversation centers on Geologic Thermal Energy Storage (GeoTES)—a revolutionary […]
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Hat tip to the Daily Caller and Simon August, Energy Reporter Data centers are powering the AI revolution—but who’s paying the bill? In this episode of Energy News Beat, host Stu Turley digs into a $29.4 billion question that’s about to hit your electricity bill. Federal regulators just rejected most of PJM’s plan to make […]
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If you live in one of the 13 states or D.C. served by PJM, data centers are already on your power bill. The grid’s own market monitor puts their added capacity cost at $29.4 billion over four auctions. On Friday evening, federal regulators threw out most of PJM’s plan to make new data centers bring […]
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