PJM Addressing Rising Demand and Constrained Supply

PJM Interconnection, the nation’s largest regional transmission organization, is confronting a historic shift from electricity surplus to structural scarcity. A new special report released by PJM on May 6, 2026, titled Powering Reliability Through Market Design, details how unprecedented demand growth—fueled largely by hyperscale data centers and AI infrastructure—combined with accelerated retirements of dispatchable generation […]

Continue Reading

Tesla’s Battery Business Stalls, but Don’t Count Them Out

Tesla’s energy storage division—once a quiet, high-margin moneymaker that outpaced the company’s slowing EV sales—has hit an unexpected bump. Bloomberg’s latest report highlights how the battery business, which fueled rapid revenue growth amid softening auto demand, suddenly stalled in early 2026. In Q1 2026, Tesla deployed just 8.8 GWh of energy storage products—down about 15% […]

Continue Reading

Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last?

President Trump\’s rallying cry of \”Drill baby Drill\” has become a staple of his energy policy, emphasizing aggressive expansion of domestic fossil fuel production. Yet, the true engine behind the U.S. shale revolution over the past decade hasn\’t been unchecked drilling—it\’s been a story of fiscal responsibility, operational efficiency, and strong leadership within the industry. […]

Continue Reading

Oil Back to $100?!

Daily Standup Top Stories DAVID BLACKMON: Trump’s ‘Big, Beautiful Bill’ Smashes Biden’s Signature Climate Law Into Pieces May 26, 2025 Clark Savage ENB Pub Note: This is an outstanding article from David Blackmon on the Daily Caller, and Michael and I will cover this on tommorow’s Energy News Beat Daily Standup. We highly recommend checking out […]

Continue Reading

Daily Energy Standup Episode #295 Weekly Recap: 2023\’s Renewable Challenges, Hydrogen on the Horizon, and Unraveling Davos

Daily Standup Weekly Top Stories 2023 – The Year The Renewables Bubble Burst January 20, 2024 Stu Turley In 2023. clean energy witnessed one of the toughest years in its short history. Supply chain issues, the energy crisis post Russia’s invasion of Ukraine and the ensuing ramp of interest rates and inflation hit […] Egypt’s Gas and […]

Continue Reading