2026 Hypers
“Crude capex math: $600-700B in 2026 hyperscaler capex at roughly $40-50B per GW of fully-built capacity also implies mid-teens GW.”
Virginia’s Playbook Sparks Nationwide Push on Power Costs
This is why electricity cost increases have jumped as a major political issue. Appreciate the playbook that Virginia has rolled out that many other States are now copying. https://t.co/vR4R4ugFj3
Continental Resources Halts Bakken Drilling After 30 Years
What about North Dakota? “Continental Resources is pausing new drilling in North Dakota's Bakken shale for the first time in 30 years”
China’s Oil Intensity Exceeds U.S., Despite PPP Claims
China uses more oil per unit of GDP than the U.S. (roughly 20–30% higher) Purchasing Power Parity (PPP) can achieve the 40% claim but that seems dubious. The USA produces lots of oil (with Canada) which China doesn’t have so it...
Aim for $30B Geothermal Build by 2027
If we put our minds to it we could have $30B of geothermal under construction by the end of 2027. We need greater coordination with the Federal Government, data center companies, and electric utilities.
Gas Prices, Not Ideology, Spark Energy Transition
Energy transitions don’t begin with belief, policy white papers, or moral persuasion—they begin when the price sign at the gas station turns into a daily, unavoidable shock and the economics hit you in the face. https://t.co/I8aQqze7HF https://t.co/1rY16hpumU
No Middle Ground: Draw Stocks or Destroy Demand
The world has only two options: draw inventories or destroy demand. There is no third option. And while many people point to “global inventories” as a source of comfort, not every barrel in storage is truly available. This is a...
Data Center Owners Will Face Reality when Grid Fails
Shocking that these are the folks educating the folks spending $1Trillion on how the power grid works. They are going to have rude awakening when their data centers don’t work.
Dynamic Line Ratings Adopted by 20 Nations, Outpacing Grant Debates
We invented dynamic line ratings. Shipped it to the UK. Then Belgium. Brazil. India. Now 20 countries are using US tech to get more out of their grid while we debate $500M grants @Energy. Lets do better. https://t.co/NtmzFLRY18
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Twitter Isn't a Teaching Platform; 75 VPP Case Studies Released
I have offered a teach in multiple times here. Twitter is not a teach in. We have 75 case studies in the VPP liftoff report update from Jan 2025
US Energy Independence Is a Myth Amid Global Shocks
Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse...
Electrostates Win by Outpacing Fossil Demand with Electrification
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
Oil Reserves Aren't Instantly Deployable Due to Logistical Limits
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
