Energy News Beat Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg’s articles on Doomberg A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click […]
Energy News Beat 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 […]
Energy News Beat The era of ultra-cheap U.S. natural gas appears to be ending. A combination of explosive demand growth from LNG exports and AI-driven data centers, paired with maturing supply dynamics, is poised to push Henry Hub prices higher while potentially flattening the traditional seasonal price swings that have defined the market for decades. […]
Energy News Beat Middle East oil producers are grappling with significant challenges in selling their crude, even as global benchmark prices (Brent and WTI) have surprisingly softened below or near pre-conflict levels. This comes despite a major supply shock from disruptions in the Strait of Hormuz following the early 2026 Iran conflict (U.S./Israeli strikes on […]
Energy News Beat Hiroshima facility expansion targets high-bandwidth memory (HBM) for AI as the company reports record earnings and advances global capacity buildout Hiroshima, Japan – July 5, 2026Micron Technology Inc. (NASDAQ: MU) held a groundbreaking ceremony on July 4, 2026, for a major expansion of its semiconductor manufacturing facility in Higashi-Hiroshima, Hiroshima Prefecture, western […]
Energy News Beat CALGARY — In a major step toward diversifying Canadian crude exports, Prime Minister Mark Carney and Alberta Premier Danielle Smith announced on July 2, 2026, plans for a new West Coast oil pipeline capable of transporting 1 million barrels per day (bpd) from Alberta’s oil sands to a deep-water terminal on British […]
Energy News Beat The largest U.S. regional transmission organization, PJM Interconnection, escalated emergency measures on July 3, 2026, issuing a federal alert to cut electricity consumption across its vast territory amid generator outages, overloaded high-voltage transmission lines, and surging air-conditioning demand from a prolonged heatwave. PJM, which manages the electric grid for approximately 67 million […]
Energy News Beat You won’t want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets. Check out The Merchant’s News : https://themerchantsnews.substack.com/ Follow Jack on X @jackprandelli Connect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/ Add Free for our SubStack […]
Energy News Beat China Merchants Energy Shipping (CMES) is doubling down on Very Large Crude Carriers (VLCCs), signaling strong long-term confidence in global crude oil trade despite short-term market volatility. In a recent Lloyd’s List report, the Chinese shipping giant dismissed a nearly 40% drop in VLCC spot rates since late June 2026 as a […]
Energy News Beat Small Modular Reactors (SMRs) are reshaping the nuclear energy landscape with their compact size (typically up to 300 MWe per unit, versus 1,000–1,400 MWe for traditional large reactors), factory-built modular designs, enhanced safety features, and faster deployment potential. These attributes make SMRs ideal for powering data centers, remote communities, industrial sites, and […]
