(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
(Oil Price) – After years of steady energy consumption rates, the Great Lakes region is expected to see a 2 to 3 percent annual rise in energy demand over the next ten years as data centers pop up at a rapid clip to support the AI boom. Not only will this growth rate place extra stress on local energy grids (and
(Oil Price) – Global electricity demand is rising at the fastest pace in 15 years and will continue to do so at least until the end of the decade as AI infrastructure, advanced manufacturing, and electrification have ushered in The Age of Electricity, the International Energy Agency (IEA) says. Global power demand is expected to grow by more than 3.5% per
(Oil Price) – Saudi oil giant Aramco expects AI and other advanced technology to have helped it achieve in 2025 a technology realized value of between $3 billion and $5 billion, chief executive Amin Nasser said on Tuesday. The world’s biggest oil firm in both production and market capitalization had total realized technology value of $6 billion in the period 2023-2024, the executive
(Oil Price) – U.S. President Donald Trump is taking action to protect American consumers from soaring electricity bills with plans to direct the biggest U.S. grid operator, PJM, hold an emergency power auction in which Big Tech would bid for power supply for their new data centers and effectively pay for new power plants. President Trump and governors of several U.S. states, including
(Investing) – WASHINGTON – The Trump administration on Tuesday proposed a rule revising Biden-era pollution protections for waterways, a move the Environmental Protection Agency said would speed permitting of energy and artificial intelligence infrastructure. The proposed rule concerns the 2023 finalization by the administration of former President Joe Biden of the 401 section of the Clean Water Act. That reversed a
