For years, “energy security starts at home” served as a catchy talking point in policy debates. The Iran war and the resulting disruptions around the Strait of Hormuz, combined with the 2026 midterm “blue wave,” have turned it into a practical requirement for businesses, investors, grid operators, and voters. Reliability, affordability, and deliverable supply now […]
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The Nasdaq 100 fell more than 6 percent on Thursday morning. Wall Street is pointing to both Democratic wins and chipmaker earnings. Here is what moved on the election and what did not, what Texas Governor-elect Gina Hinojosa can actually do, whether public pensions are really dumping AI stocks, and who ends up paying for […]
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Britain’s operator says it will hold a 5.9 GW cushion this winter. An analyst working from its own workbook gets 0.5 GW. Prepared by ENB Research Desk for Stu Turley. Data as of Oct. 28, 2026 (CT). ENB opinons are labeled as Stu’s Take 1. Bottom line Verdict in brief Verdict: both grids remain inside […]
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CenterPoint just raised its 10-year spending plan to $70.7 billion to wire up data centers and other big loads. Here is how that money finds its way onto the delivery charges in Houston power bills. By Energy News Beat. Data as of Oct. 27, 2026. If you live in the Houston area, part of every […]
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This was a fun podcast, and we covered a lot, including Bloom Energy and Neil’s Substack, The AI Grid Report. We highly recommend subscribing. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Neil Winward, founder of Dakota Ridge Capital and author of the AI Grid Report Substack, to explore […]
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Washington spent billions to put wind, solar and batteries on the grid, and the biggest wave yet is arriving right as the tax credits run out. Here is what the data says about your bill, what it does not say, and why grid stability is the question to watch. By Stuart Turley, host of the […]
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The summer of 2026 tested the U.S. electric grid with record heat and rising demand. According to the U.S. Energy Information Administration’s Hourly Electric Grid Monitor (based on Form EIA-930 data), three major regional transmission organizations (RTOs) set new peak hourly load records.Eia PJM (serving roughly 65–67 million people across all or parts of 13 […]
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ENB Pub Note: This article was on Doug Sheridan’s LinkedIn post and his insights are spot on. Americans’ utility bills are delivering unpleasant surprises, with residential electricity prices rising at more than twice the rate of core inflation. California, Maine and New York have seen multi‑year rate hikes that would’ve been politically unthinkable a decade ago. […]
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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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American electricity customers are facing sticker shock that goes far beyond ordinary inflation. In the nation’s largest grid region, PJM Interconnection—serving 65 million people across 13 states and Washington, D.C.—capacity prices have risen from roughly $29 per MW-day in the 2024/2025 auction to $270, then $329–$333 per MW-day in subsequent auctions. That is an increase […]
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