Energy companies in the U.S.’s largest oil field have a plan to turn shrub-covered dirt into gold. It has nothing to do with oil—and everything to do with the data-center boom.
energy is local. stopping datacenter builds, as NY just did (rather than designing win-win requirements and incentives for local communities and builders) is going to lead to some geos having decrepit infrastructure, and some geos benefiting from grid upgrade, investment and economic revitalization.
the state needs to “plan” faster. the last time the bureaucracy said they’d study energy it led to a 30-year abject failure to build any (clean) nuclear capacity. a standard nuclear EIS takes 4 years to even get a decision
"Energymaxxer" China continued to boost its energy supply lead over the US in 2025. ROI's Gavin Maguire explores this and other trends in a five-chart breakdown of global energy markets