AI Archives - Oil & Gas 360

America’s power grid is choking on costly congestion: Maguire

July 20, 2026

(BOE Report) – Congestion on the U.S. electricity grid is becoming an increasingly costly bottleneck, driving up power prices, delaying new generation projects and undermining reliability. Yet the electricity industry’s attention remains focused largely on generation, with politicians debating solar panels, natural gas turbines and nuclear reactors while utilities tout billions of dollars of planned investments. PJM Interconnection, the largest

New York imposes first ever moratorium on U.S. data centers

July 14, 2026

(Oil Price) – New York Governor Kathy Hochul has signed the country’s first-ever executive order imposing a statewide moratorium on new large-scale data centers for up to one year. The order freezes the permitting process for new data centers requiring 50 megawatts or more of electricity, placing the fastest-growing source of U.S. power demand on hold while state regulators assess its long-term impact on

America’s second oil boom

June 22, 2026

(By Oil & Gas 360) – The next great American oil boom may not come from discovering a new basin. It may come from recovering more oil from fields that have already been producing for decades. For more than a century, the U.S. oil industry has focused on finding new resources. From the giant conventional fields of Texas and California to the

Chevron signs 20-year Microsoft power deal for West Texas AI project

June 22, 2026

(World Oil) – Chevron has signed a 20-year power purchase agreement with Microsoft to supply electricity from a planned natural gas-fired power facility in West Texas, marking a major step in the growing connection between U.S. energy production and artificial intelligence infrastructure. The agreement calls for Chevron subsidiary Energy Forge One to develop a co-located power facility that will provide dedicated electricity to a

Big Tech’s nuclear future is creating a new uranium story

June 17, 2026

(By Oil & Gas 360) – The artificial intelligence revolution is creating an unexpected winner in the energy sector: uranium. For years, uranium and nuclear energy occupied a relatively niche corner of the investment landscape, supported primarily by utilities, governments, and a handful of long-term investors. Today, that picture is changing rapidly. The rise of artificial intelligence, hyperscale data centers, and

360 Energy Pulse: What mattered this week in energy

June 12, 2026

(Oil & Gas 360) – This week highlighted a growing disconnect in energy markets. Oil prices fell sharply on hopes for diplomacy, yet the underlying fundamentals continue tightening. Inventories are falling, OPEC production remains constrained, shipping transparency is deteriorating, and energy demand tied to AI and data centers continues to accelerate. Markets may be pricing peace, but they are still

Nuclear and natural gas are teaming up to power the AI data center boom

June 10, 2026

(Oil Price) – Data centers are placing unprecedented strain on electric grids across the country and across the world as the rapid integration of artificial intelligence into virtually every market sector unleashes an energy monster that we are woefully unprepared to feed. Meeting projected demand growth in coming months and years will require creative solutions and cutting-edge energy innovation, but it will

Why oil and gas is becoming a data business

May 28, 2026

(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

AI is rewiring the oilfield

May 27, 2026

(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

AI, oilfields, and the new water crisis

May 19, 2026

(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

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 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

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