Category: Energy News Beat

Data Center Boom Drives Rapid Power Grid Innovation. But Is A Bubble Looming?

Energy News Beat The explosive growth of artificial intelligence (AI) and cloud computing has ignited a datacenter boom across the United States, pushing the energy sector to innovate at breakneck speed. As tech giants like Google, Amazon, and Microsoft pour billions into massive facilities to handle the computational demands of AI, the power grid is […]

U.S. Solar Installations Go Through the Roof as Developers Sprint to Secure Tax Credits

Energy News Beat The U.S. solar industry is experiencing an unprecedented boom, with installations surging in 2025 as developers race against the clock to capitalize on expiring federal tax credits. In the third quarter alone, the nation added a staggering 11.7 gigawatts direct current (GWdc) of solar capacity—the third-largest quarterly deployment in history. This marks […]

ExxonMobil Working with NextEra to Develop Gigawatt Data Center for Hyperscaler

Energy News Beat In a groundbreaking move that underscores the intersection of energy and technology, ExxonMobil and NextEra Energy have announced a partnership to develop a massive gigawatt-scale data center site tailored for hyperscalers—those tech giants powering the AI revolution. This collaboration highlights how traditional oil and gas players are pivoting toward sustainable energy solutions […]

M&A Deal Brings Home the First Heavy Rare Earth Refinery

Energy News Beat In a groundbreaking move for North America’s energy and critical minerals sector, REAlloys Inc. has merged with Blackboxstocks Inc. (NASDAQ: BLBX), paving the way for the continent’s first commercial-scale heavy rare earth refinery. This merger, combined with a strategic partnership with the Saskatchewan Research Council (SRC), marks a significant step toward reducing […]

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

Energy News Beat 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 amounts of electricity, the push for grid modernization is accelerating. But this isn’t just an AI story; […]

Antero to Buy Gas Assets from Quantum’s HG for $2.8 Billion

Energy News Beat In a significant move within the natural gas sector, Antero Resources Corp. (NYSE: AR) has announced its agreement to acquire upstream natural gas production assets from HG Energy II LLC, a portfolio company of Quantum Capital Group, for $2.8 billion in cash, plus the assumption of HG’s commodity hedge book. This deal, […]

Why Are the Supermajor Oil Companies Rushing into Libya at the Same Time?

Energy News Beat In a move that feels like a seismic shift in the global energy landscape, the world’s biggest oil giants—ExxonMobil, Chevron, BP, Shell, TotalEnergies, and Eni—are all piling into Libya simultaneously after more than a decade of steering clear. It’s the first major exploration bidding frenzy in the North African nation since 2007, […]

Did Trump Just Kill Joe Biden’s EV Dreams

Energy News Beat This was a fun podcast with Tammy Nemeth, Irina Slav, David Blackmon, and Stu Turley! We had way too much fun and had some great comments from the live audience. We also had some great insights from Dr. Graham Conway, Principal Engineer in the Automotive Division at Southwest Research Institute. A shout-out […]

Demand for Nat Gas Spikes Prices, and Creates Market for Coal

Energy News Beat In the evolving landscape of global energy, 2025 has marked a pivotal shift where surging demand for natural gas—fueled by artificial intelligence (AI) data centers, liquefied natural gas (LNG) exports, and seasonal weather patterns—has driven prices upward, inadvertently breathing new life into coal-fired power generation. As the world grapples with the dual […]

DAVID BLACKMON: Trump Deals Biden’s EV Dreams A Death Blow

Energy News Beat ENB Pub Note: Stu Turley, Irina Slav, Tammy Nemeth, and David Blackmon will be covering this story tomorrow morning live on X, YouTube, and LinkedIn. This is a huge story as the auto markets in the United States may survive thanks to the end of the Biden/Obama mandates. Excellent article that was […]