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Electricity
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GE Vernova has agreed to acquire Trench Group for $9 billion to expand its high-voltage grid equipment supply capabilities and meet electricity demand.
GE Vernova has agreed to acquire Trench Group for $9 billion to expand its high-voltage grid equipment supply capabilities and meet electricity demand.
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China Machinery Engineering Corporation plans to commission a 600-megawatt oil-fired generator at Venezuela's Planta Centro complex next month to help the country repair its aging power grid.
China Machinery Engineering Corporation plans to commission a 600-megawatt oil-fired generator at Venezuela's Planta Centro complex next month to help the country repair its aging power grid.
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German natural gas consumption hit a nine-month high, as cold weather and a drop in wind power generation boosted gas-fired electricity output.
German natural gas consumption hit a nine-month high, as cold weather and a drop in wind power generation boosted gas-fired electricity output.
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Trump: Data centers should pay "dividends" to communities and build their own power generation, with excess power available for resale or free supply to the grid.
U.S. President Donald Trump posted on Truth Social on Wednesday, stating that data center companies, if they wish to gain community approval, should pay "dividends" to local communities or individuals
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PJM, ERCOT, and SWPP Set Peak Load Records This Summer
Three regional transmission organizations (RTOs) in the United States—PJM, ERCOT, and SWPP—recorded new peak hourly load records this past summer, according to data reported on Form EIA-930 and presen
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South African state-owned power utility Eskom is adjusting its strategy, preparing to unbundle and relinquish its monopoly.
South African state utility Eskom is seeking to develop new revenue streams to counter the decline of its monopoly in power generation and transmission, and to prepare for its future unbundling.
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Morgan Stanley Report: US Data Centers May Face a 32GW Power Shortfall from 2026-2028, Exacerbating Tail Risks in the AI Supply Chain
Morgan Stanley's latest report indicates that the bottleneck for AI infrastructure in the US is shifting from "chip shortages" to "power shortages." The report projects a net electricity deficit of ap
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Goldman Sachs: AI Power Crisis Spurs "Captive Power Plant" Model for Data Centers, Expected to Meet 25% of Global Electricity Demand by 2030, Gas Turbine Orders Booked Until 2031
Goldman Sachs' Carbonomics team released a report on September 27, stating that due to severely lagging grid expansion, the "behind-the-meter" (BTM) power generation model for data centers is moving f
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Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
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China’s Gas Demand Outlook Clouded by Guangdong’s Power Shift
Electricity market reforms in one of China’s economic powerhouses could herald a more sweeping slowdown in the country’s demand for natural gas.
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Morgan Stanley's report indicates that GPT-6 Astra has shifted the AI narrative from "demand debate" back to "physical bottlenecks," with ABF substrates, HBM4E, and power becoming the main constraints.
Morgan Stanley's September 7 report suggests that OpenAI's GPT-6 Astra model represents a substantial leap in AI capability breadth and interoperability, shifting market focus from "how much infrastru
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U.S. Data Centers Projected to Consume 11.8% of U.S. Electricity by 2030; Regulators Push for Data Centers to Become Power Hubs
A 2026 Pew Research Center analysis found over 3,000 operating U.S. data centers and more than 1,500 in development. Lawrence Berkeley National Laboratory projects data centers could consume 11.8% of
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ePointZero, a 2PointZero Group Subsidiary, to Acquire 90% Stake in Pan-African Power Producer Azura Power (752MW Operating Capacity)
ePointZero, a subsidiary of 2PointZero Group, announced plans to acquire a 90% stake in Azura Power, a pan-African independent power producer with 752MW of operating capacity. This transaction will ma
-
US Natural Gas Rises on Hotter Weather, Texas Power Forecasts
US natural gas futures increased as forecasts shifted to show hotter weather in the coming weeks, indicating higher demand for gas-fired power as consumers ramp up their air-conditioning use.
-
Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
-
Elon Musk states AI requires more power than the U.S. grid can handle, citing states slowing data center construction
Tesla CEO Elon Musk argues that artificial intelligence's power demand exceeds the capacity of the U.S. power grid. He points to New York and Texas slowing the construction of AI data centers due to h
-
U.S.-Canada natural gas and electricity trade value rose in 2025, despite an 11% decline in total energy trade to $137 billion
According to data from the U.S. Census Bureau, the increase in natural gas and electricity trade was primarily driven by higher natural gas prices and trade volume.
-
AI Data Centers Spark a "Battle for Power": U.S. Plans to Accelerate Grid Connection of Large-Scale Computing Facilities
Svmuu News: The AI boom has caused a sharp surge in electricity demand from data centers across the United States, leading to persistently rising electricity prices in many areas, with some regions ev
-
GE Vernova has agreed to acquire Trench Group for $9 billion to expand its high-voltage grid equipment supply capabilities and meet electricity demand.
GE Vernova has agreed to acquire Trench Group for $9 billion to expand its high-voltage grid equipment supply capabilities and meet electricity demand.
-
China Machinery Engineering Corporation plans to commission a 600-megawatt oil-fired generator at Venezuela's Planta Centro complex next month to help the country repair its aging power grid.
China Machinery Engineering Corporation plans to commission a 600-megawatt oil-fired generator at Venezuela's Planta Centro complex next month to help the country repair its aging power grid.
-
German natural gas consumption hit a nine-month high, as cold weather and a drop in wind power generation boosted gas-fired electricity output.
German natural gas consumption hit a nine-month high, as cold weather and a drop in wind power generation boosted gas-fired electricity output.
-
Trump: Data centers should pay "dividends" to communities and build their own power generation, with excess power available for resale or free supply to the grid.
U.S. President Donald Trump posted on Truth Social on Wednesday, stating that data center companies, if they wish to gain community approval, should pay "dividends" to local communities or individuals
-
PJM, ERCOT, and SWPP Set Peak Load Records This Summer
Three regional transmission organizations (RTOs) in the United States—PJM, ERCOT, and SWPP—recorded new peak hourly load records this past summer, according to data reported on Form EIA-930 and presen
-
South African state-owned power utility Eskom is adjusting its strategy, preparing to unbundle and relinquish its monopoly.
South African state utility Eskom is seeking to develop new revenue streams to counter the decline of its monopoly in power generation and transmission, and to prepare for its future unbundling.
-
Morgan Stanley Report: US Data Centers May Face a 32GW Power Shortfall from 2026-2028, Exacerbating Tail Risks in the AI Supply Chain
Morgan Stanley's latest report indicates that the bottleneck for AI infrastructure in the US is shifting from "chip shortages" to "power shortages." The report projects a net electricity deficit of ap
-
Goldman Sachs: AI Power Crisis Spurs "Captive Power Plant" Model for Data Centers, Expected to Meet 25% of Global Electricity Demand by 2030, Gas Turbine Orders Booked Until 2031
Goldman Sachs' Carbonomics team released a report on September 27, stating that due to severely lagging grid expansion, the "behind-the-meter" (BTM) power generation model for data centers is moving f
-
Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
-
China’s Gas Demand Outlook Clouded by Guangdong’s Power Shift
Electricity market reforms in one of China’s economic powerhouses could herald a more sweeping slowdown in the country’s demand for natural gas.
-
Morgan Stanley's report indicates that GPT-6 Astra has shifted the AI narrative from "demand debate" back to "physical bottlenecks," with ABF substrates, HBM4E, and power becoming the main constraints.
Morgan Stanley's September 7 report suggests that OpenAI's GPT-6 Astra model represents a substantial leap in AI capability breadth and interoperability, shifting market focus from "how much infrastru
-
U.S. Data Centers Projected to Consume 11.8% of U.S. Electricity by 2030; Regulators Push for Data Centers to Become Power Hubs
A 2026 Pew Research Center analysis found over 3,000 operating U.S. data centers and more than 1,500 in development. Lawrence Berkeley National Laboratory projects data centers could consume 11.8% of
-
ePointZero, a 2PointZero Group Subsidiary, to Acquire 90% Stake in Pan-African Power Producer Azura Power (752MW Operating Capacity)
ePointZero, a subsidiary of 2PointZero Group, announced plans to acquire a 90% stake in Azura Power, a pan-African independent power producer with 752MW of operating capacity. This transaction will ma
-
US Natural Gas Rises on Hotter Weather, Texas Power Forecasts
US natural gas futures increased as forecasts shifted to show hotter weather in the coming weeks, indicating higher demand for gas-fired power as consumers ramp up their air-conditioning use.
-
Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
-
Elon Musk states AI requires more power than the U.S. grid can handle, citing states slowing data center construction
Tesla CEO Elon Musk argues that artificial intelligence's power demand exceeds the capacity of the U.S. power grid. He points to New York and Texas slowing the construction of AI data centers due to h
-
U.S.-Canada natural gas and electricity trade value rose in 2025, despite an 11% decline in total energy trade to $137 billion
According to data from the U.S. Census Bureau, the increase in natural gas and electricity trade was primarily driven by higher natural gas prices and trade volume.
-
AI Data Centers Spark a "Battle for Power": U.S. Plans to Accelerate Grid Connection of Large-Scale Computing Facilities
Svmuu News: The AI boom has caused a sharp surge in electricity demand from data centers across the United States, leading to persistently rising electricity prices in many areas, with some regions ev
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