data centers Archives - Oil & Gas 360

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

US natural gas power costs reach 17-year high on data center demand, Lazard says

July 13, 2026

(Investing) – The cost of electricity from natural gas power plants in the United States reached its highest point in at least 17 years, according to data released Monday by Lazard Inc. The levelized cost of energy for combined cycle gas plants rose to $90 per megawatt-hour in 2026, up from $78 the previous year. The figure represents the highest level

Every barrel counts, or no barrels count- Why America’s next energy story isn’t about supply

June 29, 2026

(Oil & Gas 360) By Greg Barnett, MBA – The June 2026 Monthly Energy Review confirmed something that would have been almost unimaginable a generation ago: the United States has largely solved its domestic energy supply problem. Oil production remains near record levels. Natural gas production remains abundant. Energy exports continue to balance a system capable of producing more energy than

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

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

Data Centers in America: Digital infrastructure, energy reality, and the rise of closed loop systems

April 29, 2026

(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,

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,

U.S. Electricity Demand Surge: Forecasts and investment outlook: by Oil & Gas 360- oil and gas 360

The Power Behind the AI Boom: Why U.S. electricity demand is rising again: by Oil & Gas 360

March 16, 2026

(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

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