Power Grid Archives -

How a NextEra–Dominion deal gets done: What antitrust actually looks at, and what history says happens after

May 18, 2026

(Oil & Gas 360) By Greg Barnett – The proposed combination of NextEra Energy and Dominion Energy is the kind of transaction that immediately triggers a visceral reaction. The scale is enormous, the assets are critical to national infrastructure, and the timing coincides with a surge in electricity demand tied to artificial intelligence and data centers. The instinctive question is whether

Lithium meets the data center boom- oil and gas 360

Lithium meets the AI and data center boom

May 15, 2026

(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

The Gray Swan Above the Strait: Power, leverage, and the illusion of control in Hormuz

May 13, 2026

(Oil & Gas 360) By Greg Barnett, MBA – If the first Gray Swan resides beneath Iran’s tanks and inside its reservoirs, the second flies openly above the Strait of Hormuz. This is the domain of leverage rather than logistics, of influence rather than infrastructure. It is where diplomacy, energy flows, and great‑power competition intersect—and where markets persistently mistake management

The grid is losing its buffer: Oil and gas as a reliability anchor in a changing grid

May 8, 2026

(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

The grid is losing its buffer: The U.S. power market is repricing reliability

May 7, 2026

(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

Data centers drove half of U.S. power demand growth in 2025, IEA says

April 20, 2026

(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

Europe’s EV sales jump 51% as Iran war sends gasoline prices soaring

April 20, 2026

(Oil Price) – Registrations of battery electric vehicles (BEVs) in Europe’s key automotive markets surged by 51% in March as the Iran war pushed gasoline prices to multi-year highs, data published by research firm New Automotive and trade association E-Mobility Europe showed on Monday. More than 224,000 new electric passenger cars were registered in March alone across 15 key EU +

Geothermal steps into the spotlight as AI drives power demand

April 16, 2026

(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

Solid-state batteries could shatter China’s grip on global energy storage

April 16, 2026

(Oil Price) – The global battery sector is on fire – and we’re not just talking about lithium-ion battery explosions. In 2025, the global lithium-ion battery market topped USD $150 billion in 2025, marking a stunning 20 percent year-on-year increase. But current lithium-ion battery design has some key limitations, opening up a potentially massive market for competitive designs. One of the major

Power demand surge is rewriting the energy equation

April 7, 2026

(By Oil & Gas 360) – A new phase of energy demand is emerging, and it is being driven less by population growth or traditional industry, and more by the rapid expansion of digital infrastructure. Recent data from the U.S. Energy Information Administration points to a clear shift: U.S. electricity demand is accelerating after years of relative stagnation. More notably,

Britain urges G7 to accelerate clean energy push amid global turmoil

April 6, 2026

(Oil Price) – Britain has urged some of the world’s biggest powers to adopt clean energy at a faster pace to boost energy security during a time of geopolitical turmoil. The United Kingdom’s Chancellor of the Exchequer, Rachel Reeves, appealed to world leaders to accelerate the global green transition during the G7 Foreign Ministers’ meeting, held in France from 26th to 27th March.

Chevron and Microsoft team up for giant Texas gas power plant

April 1, 2026

(Oil Price) – Chevron, Microsoft, and Engine No. 1 are negotiating a team-up for a multi-billion power plant in West Texas intended to power a huge data center campus, in the latest energy deal to power AI infrastructure. “Chevron, Microsoft, and Engine No. 1 have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement,” the

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