This war IS different. Not because of its length, mind you, but because of the timeline running underneath it — the one Trump didn't talk about.
The countdown to June 2026 is underway. That's when Fervo Energy's Cape Station in Beaver County, Utah, is scheduled to come online — the first large-scale commercial enhanced geothermal system in...
Remember the "bridge fuel" narrative?
For 10 days, the oil market has been waiting for $100 oil to hit. All it took was a thick dark haze of smoke to roll across the skies of the Middle East this past weekend...
Perhaps the most popular story flooding every headline was about the Strait of Hormuz. Keep in mind that Iran threatening tanker traffic in the Strait of Hormuz has become so common, that more than...
Sam Altman made headlines in February at Cisco's AI Summit in San Francisco after suggesting that he’s ready to invest in — or outright subsidize — pharmaceutical companies that use its AI...
All last year we saw Big Tech scrambling to secure contracts. There’s a good reason why, too. U.S. data centers consumed 183 terawatt-hours of electricity in 2024.
Too few people out there truly realize that the real Age of Electricity isn’t coming — it’s here. Look, everyone can draw a chart showing power demand rising...
Instead of chasing hydrocarbons, soon those drillers will be harvesting temperature. That's the core bulish case for EGS. Let me explain...
Trump bluntly admitted that the U.S. needs an absurd amount of new electricity to feed the AI economy, and that the grid is too old to carry the weight.
Two centuries ago, steam cracked the limits of human labor and dragged the modern world into existence. Coal-fired boilers, pressure, pistons — heat made industry possible...
Every cycle has a beginning. Every supercycle has a spark. And the spark this time isn’t coming from OPEC, Russia, or Washington… It’s coming from AI.
We are seeing a tale of two oil forecasts playing out once again. Don’t act too surprised. After all, there has been a battle raging between OPEC+ and the IEA to control the oil narrative for...
For the first time in history, electricity is the primary engine of global growth — not oil, not coal, not gas, but electricity flowing through our grid. And IEA’s latest World Energy Outlook...
Coal built the modern world. Whether you love the dirtiest source of energy on the planet or not, the role it’s played in building our society to what it’s become today is undeniable.
Recently in West Texas, a new project backed by CoreWeave and Poolside, sketches a 2-gigawatt horizon with an initial half-gigawatt phase tied directly to Permian Basin gas...
The Middle Eastern peace deal, along with the sudden aggressive rhetoric between President Trump and China on a trade deal, was enough to send WTI crude prices spiraling lower by as much as 5%...
Welcome to the age where machines aren’t just learning, they’re lighting up our power grid like industrial giants. The only unfortunate part is that our 20th-century grid simply isn’t ready...
In the summer of 1944, the people of London would sometimes look up and see a strange silver streak arc across the sky. This moment in our brutal history of war marked the beginning of a new era...
Back in 2020, for the first time in history, a pill designed entirely by artificial intelligence entered human trials. Most people didn’t realize it, and I don’t blame them...
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