(By Oil & Gas 360) – For much of the past two years, the artificial intelligence boom has been viewed through the lens of semiconductors, software, cloud computing, and record capital spending by the world’s largest technology companies. Increasingly, however, AI is becoming something much larger. It is becoming one of the most important energy stories of the decade. The rapid
(Oil & Gas 360) By Greg Barnett, MBA – The Energy Information Administration did not intend to write a thesis on the future of the American economy. Yet that is precisely what it has done. Hidden in a technical projection is a structural shift as consequential as electrification itself: data centers are rapidly becoming one of the dominant consumers of
(By Oil & Gas 360) Part II – Oil and gas companies once measured competitive advantage in barrels, acreage, and reserves; now they are increasingly measuring it in processing power, analytics capability, and data quality. Because the next phase of the industry is not just about producing hydrocarbons more efficiently, it is about understanding markets, assets, infrastructure, and risk faster
(By Oil & Gas 360) Part I – For decades, the oilfield was built on horsepower, steel, and geology. Now it is increasingly being built on algorithms. Artificial intelligence and digital technologies are rapidly transforming how oil and gas companies drill wells, complete reservoirs, manage production, and reduce operational costs. What was once considered one of the world’s most traditional
(By Oil & Gas 360) – For decades, the oil and gas industry has been shaped by access to hydrocarbons. Increasingly, it is being shaped by something else, water. What was once treated as an operational input is becoming a strategic constraint across the energy system. And now, the rapid expansion of AI infrastructure and hyperscale data centers is accelerating
(By Oil & Gas 360) – The lithium story is no longer just about electric vehicles. A new demand driver is emerging rapidly across global markets, AI infrastructure, and the explosive expansion of data centers. What began as a battery metal tied primarily to transportation is increasingly becoming part of a much broader conversation around power systems, backup storage, grid
(By Oil & Gas 360) Part II – As U.S. power markets move to reprice reliability, another shift is taking place: the role of oil and gas operators is being reconsidered in the context of grid stability. For much of the past decade, oil and gas have been viewed primarily through the lens of emissions and transition. That framing is
(Oil & Gas 360) Part 1 – The U.S. power system is entering a period of adjustment that looks less like routine reform and more like a reset. The immediate catalyst is PJM Interconnection’s move to consider a broad overhaul of how its markets price and procure capacity, a signal that the existing framework is no longer aligned with
(Oil & Gas 360) By Greg Barnett, MBA – Data centers are no longer a niche asset class or a secondary load on the grid. They are now among the fastest‑growing sources of electricity demand in the United States and a central driver of capital deployment across power generation, transmission, cooling, carbon management, and fuel supply. The conversation around them, however,
(Oil Price) – The world’s electricity demand rose by 3% in 2025, with growth nearly triple compared to the 1.3% increase in total energy consumption, as data centers and electric vehicles continued to push power use higher, the International Energy Agency (IEA) said on Monday. Overall global energy demand growth slowed to 1.3% in 2025, slightly below the previous decade’s average
(By Oil & Gas 360) – Geothermal energy is having a moment, and this time, it’s not driven by policy headlines or climate targets alone. It’s being pulled forward by something more immediate: the need for reliable, always-on power. A series of recent developments is reshaping how investors and operators think about geothermal’s role in the U.S. energy mix. EIG’s
(By Oil & Gas 360) – For nearly two decades, electricity demand in the United States remained largely unchanged. Efficiency improvements, slower industrial growth, and shifts in the economy kept overall power consumption relatively flat. That period may now be ending. Electricity Demand Outlook A combination of artificial intelligence infrastructure, data center expansion, electrified transportation, and the reshoring of manufacturing is beginning
