Eva Pao – Increasing electricity demand…
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the…
Increasing electricity demand is no longer a prediction of the future, it is happening now. The latest Short Term Energy Outlook published by the…
At the end of the Wizard of Oz, Dorothy, back at home amongst her family and friends, declares: “If I ever go looking for…
European energy stock performance relative to US has been a head scratcher, despite top-notch capital discipline and management at Totalenergies and Shell. BP is…
The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in…
Each month that goes by brings higher forecasts for data center power demand, more large long-term contracts being signed by big tech and more…
The four publicly traded merchant power generator stocks are up an average of about 190% this year as the large tech companies have shown…
Watch this quick video from Jim Murchie, he discusses the recent spike in electricity demand due to AI-related data centers, highlighting a significant change…
Watch this quick video from Jim Murchie to hear about our view on Profiting from the Energy Transition, dissect the friction between efficiency and…
EIA published their annual Short-Term Energy Outlook in October, check it out!