Energy & Infrastructure

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.

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.

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.

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

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

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

The producers already know.

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.

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.

Hormuz Stays Hot. New York Just Banned the Demand.

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

Tankers Burning in the Red Sea. Oil Just Fell 6%.

Here is who collects the toll when prices crash and when they spike.

The Hormuz Shutdown Is Now Permanent

WTI jumped 7% overnight. Three sectors collect the toll regardless of who blinks first.

The Hormuz Tax Is Now Permanent

Vessel crossings are down 66% in one week. Here is who collects the premium regardless of who wins.

The AI Buildout Just Hit Its Biggest Wall Yet

I watched Chevron sign a 20-year energy deal while oil crashed 3%.

Hormuz Is Open. The Diesel Crisis Is Not.

I Read the EIA Report. The Last Oil Cushion Is Gone.

The Great Energy Lie: Why Politicians Want You Paying More at the Pump

The Sabotage of American Energy

The Great Energy Rationing Scam

The War Is a Distraction. The Real Game Is Energy.

The Oil Trap. Are You Ready for the Pain?

The Biggest Lie in Energy

The Energy Lesson Trump Forgot

The Underground Money Machine

AI's Insatiable Appetite

AI Is Eating the Grid