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Energy & Infrastructure

The AI Boom Just Became Gas's Biggest Customer

Sep 23, 2026

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3 min read

The AI Boom Just Became Gas's Biggest Customer

Data center developers have ordered 189 gigawatts of new gas plants. Here's who collects the toll.

Energy & Infrastructure

The Pentagon Just Took a 35% Stake in Venezuela's Oil

Sep 11, 2026

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4 min read

The Pentagon Just Took a 35% Stake in Venezuela's Oil

65 billion barrels locked in for 100 years at zero cost. The investor angle nobody is talking about.

Energy & Infrastructure

Wall Street's most confusing word is making people rich right now

Sep 10, 2026

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4 min read

Wall Street's most confusing word is making people rich right now

It's called contango. It sounds like a dance. It's actually how oil traders print money when supply has nowhere to go.

Energy & Infrastructure

Canada's $27.6 Billion Tariff Hits Today. Gas Wins.

Sep 8, 2026

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3 min read

Canada's $27.6 Billion Tariff Hits Today. Gas Wins.

America broke its own LNG export record while Ottawa was writing the retaliation notice.

Markets & Investing

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

Sep 3, 2026

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3 min read

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

Energy & Infrastructure

Sep 1, 2026

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3 min read

Permian Breakeven Is $65. Oil Is at $83. Do the Math.

The producers already know.

Energy & Infrastructure

Big Tech Gave Up on the Grid. They Bought the Reactor.

Aug 27, 2026

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4 min read

Big Tech Gave Up on the Grid. They Bought the Reactor.

Amazon signed three nuclear deals. Microsoft bought Three Mile Island. The 35 GW gap is the real story.

Energy & Infrastructure

Lake Powell Just Hit a Record Low. Brent Is at $91.

Aug 19, 2026

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4 min read

Lake Powell Just Hit a Record Low. Brent Is at $91.

Seven western states are at risk. The Iran ceasefire is dead. The toll collectors are positioned.

TAC DED 3 days. 1 decision. (Receipt 2A)

Aug 2, 2026

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1 min read

TAC DED 3 days. 1 decision. (Receipt 2A)

Brent at $88 this morning. New York's grid just got tighter. Here is where the money is moving.