12 articles
Wisconsin and Indiana are rushing to deregulate nuclear power to feed hungry AI data centers. There's just one problem: the fuel doesn't exist, the reactors take ten years to build, and the supply chain is broken.
The US is focused on drilling for oil, but the 21st century's real power lies in processing the molecules that run the AI and EV revolutions; a race China already won.
Utility stocks should be booming on AI power demand. Instead, `XLU` is lagging. The reason? A silent 'capital strike' where utilities are refusing to build without 20-year guarantees.
Meta isn't just buying chips anymore; it's buying nations' worth of power. With a 6.6GW nuclear portfolio across Vistra, Oklo, and TerraPower, Big Tech is effectively seceding from the public grid.
The US government is quietly nationalizing the AI energy supply chain, creating a 21st-century version of state-managed infrastructure that clashes violently with the administration's anti-socialist rhetoric.
The NHTSA's December 2025 proposal to retroactively reset fuel economy standards for 2022-2031 serves as a massive subsidy to the fossil fuel status quo, trading long-term atmospheric health for short-term legacy profits.
FERC’s unanimous December 18 ruling shuts the door on Big Tech’s "behind-the-meter" interconnection loophole. AI data centers must now pay their fair share for grid reliability.
The sudden halt of New York offshore wind projects isn't just about radar interference. It's a calculated economic siege designed to force Denmark's hand on the world's largest undeveloped rare earth deposit.
Executive Order 14120 freezes 4GW of New York wind power citing missile defense gaps. But a review of radar physics and 2024 Pentagon studies suggests the 'security threat' may be a political phantom.
Vehicle-to-Grid (V2G) technology is flipping the asset script, turning electric vehicles into revenue-generating power plants. But as homeowners prepare to become energy barons, a new divide is emerging.
While Western narratives claim EV demand is 'cooling', a massive leapfrog effect is taking place in Brazil, India, and Thailand. This article analyzes the data proving the revolution isn't dead; it just moved south.
The math for 2030 lithium supply is broken. Mines take too long to build. The only bridge to the electric future might be the 'Urban Mine'—but can recycling economics actually beat digging?