Articles

Over 30 GW of AI data center projects are queued for European grid connection, but transmission infrastructure takes 7-14 years to build, causing project cancellations and prompting creative grid opti

Iran-Israel strikes on oil facilities push global energy markets toward worst-case scenario, with analysts warning of the largest supply disruption since the 1973 oil embargo.

Trump's DOGE initiative is reshaping the Nuclear Regulatory Commission with Silicon Valley leadership to accelerate nuclear plant approvals, driven by AI's insatiable energy demands.

Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed Trump's voluntary 'Ratepayer Protection Pledge' to fund their own power generation, but the agreement lacks enforcement mechanisms.

Three weeks into the Iran-Israel conflict, oil prices have surged 35% and the futures-spot spread has reached historic extremes. The US is running out of tools to stabilize markets, with the Hormuz St

Three weeks into the Iran-Israel war, US oil stabilization tools are nearly depleted, with SPR at 40-year lows and Brent contango at 2008-crisis levels.

Voltair, backed by Y Combinator W26, is building autonomous drone networks with charging infrastructure for power utility inspection. The company aims to replace expensive helicopter and manual inspec

YC W26 startup Voltair is building autonomous drone networks paired with charging stations for power utilities. Instead of sending human inspectors up transmission towers and along miles of power line

Iran's parliament is drafting legislation to charge a 'safe passage fee' on all vessels transiting the Strait of Hormuz, which handles roughly 20% of global oil and LNG exports. The move monetizes Ira

Iran's parliament is drafting legislation to charge 'safety passage fees' on all vessels transiting the Strait of Hormuz — a move to monetize control over a waterway handling 20% of global oil and LNG