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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Russia and Kazakhstan Sign Nuclear Power and Currency Swap Deals as Putin Visits Astana

In a significant step forward for bilateral energy and financial cooperation, Russia and Kazakhstan signed key agreements on nuclear power financing and a ruble-tenge currency swap during Russian President Vladimir Putin’s visit to Astana today. The deals were inked as Putin met with Kazakh President Kassym-Jomart Tokayev. They underscore deepening ties in the energy sector […]

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Since 2007, Shale Gas Has Saved U.S. Consumers Approximately $200 Billion Annually — A Quiet Revolution in Affordability

A new analysis from the Energy Institute at Haas at UC Berkeley quantifies what many in the energy sector have long known: the shale gas revolution, powered by hydraulic fracturing and horizontal drilling, has delivered extraordinary savings to American consumers. According to Lucas Davis’s May 2026 working paper and accompanying blog post, shale gas has […]

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Iran Attacks UAE Nuclear Plant: Drone Strike Hits Barakah Facility Amid Escalating Tensions

In a significant escalation of regional conflict, a drone strike targeted the Barakah Nuclear Power Plant in the UAE’s Al Dhafra region on May 17, 2026. The incident, which sparked a fire in an external electrical generator outside the plant’s inner perimeter, has raised immediate concerns about nuclear safety and energy infrastructure vulnerability in the […]

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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 […]

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Three Mile Island Nuclear Plant Set to Restart Amid Booming AI Power Demand

In a landmark move signaling a nuclear renaissance driven by surging artificial intelligence and data center energy needs, Constellation Energy is preparing to restart Three Mile Island Unit 1—now rebranded as the Crane Clean Energy Center—in Pennsylvania. The plant, which has been offline since 2019 for economic reasons, will once again deliver reliable, carbon-free baseload […]

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Gas and Coal Will Be Powering the AI Race

The AI boom is rewriting the rules of U.S. electricity demand, and the numbers don’t lie. BloombergNEF’s latest analysis, highlighted in a widely shared post by energy analyst David Blackmon (@EnergyAbsurdity), projects that data centers will drive massive incremental power needs through 2035. The stacked bar chart from BNEF is crystal clear: combined-cycle gas turbines […]

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