Tech
Texas has long stood apart from national energy policy—its own grid, its own rules. In 2026, that independence has made it the top destination for AI-driven electricity demand. While Washington grapples with the pressures of building data centers, ensuring reliability, and controlling costs, Texas is tackling everything at once. The Electric Reliability Council of Texas (ERCOT) market is solving for speed-to-power by surmounting transmission bottlenecks, phantom load growth, buying down residential rate increases, and more.
By Arushi Sharma Frank7 min readApril 13, 2026
→
Energy
After the Iran war ends and the Strait of Hormuz opens, gas prices will fall. But when the next crisis comes, we’ll be happy for every nuclear reactor we have, large and small. So let’s build.
By Drew Bond4 min readApril 9, 2026
→
Energy
When President Trump stood before Congress in February 2026, he delivered a stark message to America’s technology leaders: “You have an obligation to provide for your own power needs.” His call to action on behind-the-meter nuclear power for data centers wasn’t mere rhetoric. It was a recognition that the energy demands of artificial intelligence and modern computing require a fundamental shift in how we power our economy.
By Alina Voss4 min readApril 8, 2026
→
Energy
With seemingly no end to the Iran War in sight, the Trump administration has several actions to soften the economic blow, including waiving the Jones Act and releasing 172 million barrels of oil from the Strategic Petroleum Reserve. One sensible solution to help consumers is to grant exemptions for the small refineries that are critical to US energy security and affordability.
By Nick Loris4 min readApril 7, 2026
→
World
As the Iran war continues, oil prices keep rising. Gasoline has climbed to over $4 per gallon for the first time in four years. The ripple effects are spreading across the economy as markets that depend on affordable crude begin to absorb the disruption of roughly one-fifth of the world’s oil and liquefied natural gas that normally passes through the Strait of Hormuz. Everything from airline tickets to groceries is seeing upward pressure as the prices of jet fuel, diesel, and fertilizer all rise.
By David Kemp4 min readApril 6, 2026
→
Energy
The conversation at CERAWeek shifts each year. In 2026, the focus was on surging demand, disruptions to energy flows through the Strait of Hormuz, infrastructure bottlenecks, and a more pragmatic energy posture. The conference showed an industry and policymakers increasingly focused not on abstract narratives about the future of energy, but on the harder questions of security, buildout, reliability, affordability, and competitiveness.
By Richard Meyer3 min readApril 2, 2026
→
Energy
Louisiana has lost over 2,000 square miles of coastal land since the 1930s, an area the size of Delaware. Wetlands continue to disappear at an alarming rate, threatening communities, infrastructure, and one of America’s most productive fisheries.
By Prasanna Pydipalli5 min readApril 1, 2026
→
Energy
America has an infrastructure problem hiding in plain sight. Too often, when a storm rolls through, millions of homes dark. Politicians hold press conferences, utility companies apologize, and nothing fundamentally changes. The U.S. power grid is not a modern system under routine stress. It is an aging, fragile patchwork operating well past its design life, and the consequences are landing squarely on ordinary Americans and the natural environment around them.
By Adrian Norman4 min readMarch 31, 2026
→
Energy
While it still seems to be a long way off, Iran and Trump seem to be considering the conditions they need to make peace. As I’ve noted in past Low-Energy Fridays, peace is better for the economy than war, which destroys productive resources and erodes investor confidence. But we must also understand that the way in which this peace is achieved may impact energy markets in the long term. While any peace is generally better economically than the status quo, risks caused by the war may remain even after a deal is made.
By Philip Rossetti3 min readMarch 30, 2026
→
Environment
First commercially introduced in the 1940s due to their water-, stain-, and grease-resistant properties, they are commonly found in clothing, non-stick cookware, and other everyday household items. Because they persist for long periods in the environment, PFAS have been found in drinking water across the country.
By Nathalie Voit2 min readMarch 26, 2026
→
