Energy News Beat Channel — September 11, 2026 Hector Acevedo put the industry’s new map on the table this week: AI did not just raise electricity demand. It collapsed the old division of labor. Utilities no longer have a monopoly on electrons. Oil and gas companies no longer stop at molecules. Hyperscalers no longer wait […]
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The state is considering extending the life of its last nuclear power plant, Diablo Canyon, and allowing construction of new reactors to help meet its clean energy goals. California spent decades treating nuclear power as a political pariah. It shuttered every plant except Diablo Canyon, enacted a 1976-era moratorium on new reactors until a federal […]
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Berlin is talking to its own energy companies about filling gas storage without the government walking into the market and buying molecules itself. That is the story Bloomberg reported today, and it is the tell that Germany’s summer refill has not gone to plan. Officials have been discussing how Uniper SE and SEFE — both […]
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Kind of Ironic that we lost power over the holiday and had a great dry run. Hope everyone had a great Labor Day weekend. As we had company, a storm rolled in on us, and only 900 people in our county were without power. As you have heard me say, it is better to prepare […]
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However, it only captures part of the story. It does not fully capture system-level costs, weather extremes in places like Germany, consumer price outcomes in the West, or end-of-life realities. Those gaps matter when the claim is that firm renewables are already cheaper than new fossil generation and insulated from fuel shocks. Renewable Wind, Solar, […]
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Australia’s official grid planner has rewritten the script. The Australian Energy Market Operator’s 2026 Integrated System Plan still describes renewables, storage, transmission and gas backup as the “least-cost” path to 2050. The same documents show coal staying until 2049, wind delivery falling well short of earlier ambition, transmission scaled back after cost blowouts of up […]
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Energy News Beat analysis — September 4, 2026 Treasury Secretary Scott Bessent told Steve Bannon’s War Room that once the Iran conflict is behind the market, crude can fall to $50 or even $40 because the world will be “very much oversupplied.” He tied that drop directly to bond yields, arguing the oil–rates correlation is […]
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The three major U.S. rig tallies are telling the same structural story and three different weekly headlines. Baker Hughes held unchanged at 588 for a second straight week. WellDatabase printed 601, down 30 week over week but up 23 year over year. Enverus’s GPS-based daily count continues to run well above both weekly censuses, last […]
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This was a fun podcast with Mark LaCour, OGGN Podcast Host, and Joe Leather, host of Wind, Waves and Wells. Buckle Up: We Solve the World’s Energy Crisis In a wide-ranging discussion that cuts through the noise of energy policy debates, three industry experts—Joe Leather (HSE Professional and Offshore Wind & Oil Podcast Host), Mark […]
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Cheniere Energy has handed over the last piece of its Corpus Christi Stage 3 expansion just as the global LNG market is being pulled in two directions: Asia bidding hard for cargoes, and Europe trying to refill storage that is running well behind seasonal norms. The timing is not a coincidence. It is the point […]
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