Solar Claims to be the Cheapest Power In History, and States are Running from it

There is a difference between Red and Blue States The headline from a June 19, 2026, OilPrice.com article captures a striking tension in U.S. energy policy: solar is repeatedly called “the cheapest power in human history” by sources like the IEA, yet multiple states—particularly blue ones—are dialing back aggressive renewable targets amid rising costs, reliability concerns, and […]

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US Grid Equipment Shortage Deepens Impacting Repairs and New Installations

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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Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs

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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Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz

In a significant move to bolster energy security amid escalating geopolitical tensions in the Middle East, Japan’s JERA — the world’s largest buyer of liquefied natural gas (LNG) — has secured a landmark 20-year supply contract with Malaysia’s state-owned Petronas. The deal, announced today following high-level talks between Japanese Prime Minister Sanae Takaichi and Malaysian […]

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DOE Orders OUC’s 465-MW Coal Unit in Florida to Continue Running – What does this mean for Consumers and Investors?

In a decisive step to safeguard Florida’s electric grid amid rising electricity demand, the U.S. Department of Energy (DOE) issued a 90-day emergency order on June 4, 2026, directing the Orlando Utilities Commission (OUC) to keep its 465-MW coal-fired Stanton Unit 1 at the Stanton Energy Center running instead of moving it into cold shutdown. […]

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