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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Nat Gas May Lose Its Seasonality and Become More Expensive Due to Surging Demand

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. Traditional Seasonality Under […]

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Micron Breaks Ground on $9 Billion Plant Expansion in Japan

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 Japan. The project […]

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Largest US power grid PJM escalates emergency actions to avoid blackouts

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 people, activated demand-response […]

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Jack Prandelli stops by the Energy News Beat Global Oil and Gas Markets Update

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 Subscribers. Jack Prandelli […]

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