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AI Data Centers Reshape Global Energy Markets in 2026
Global data center electricity consumption is set to nearly double to 950 TWh by 2030, with AI driving a 9.3 GW U.S. power shortfall in...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Everything-to-Grid Energy: Reshaping Power in 2026
WEF names everything-to-grid energy the #1 emerging technology of 2026. GM activates 250K EVs as virtual power plants. Learn how...
Grid Interconnection Crisis: AI Demand vs US Power System
US grid interconnection queue hits 2,600 GW with 5-year waits as AI data center demand doubles by 2027. Hyperscalers build private...
Hormuz Shockwave: 20M bpd Lost Reshapes Global Energy in 2026
The 2026 Strait of Hormuz closure removes 20M bpd, triggering the worst energy crisis in decades. UNCTAD warns trade growth may slow to...
Strait of Hormuz Shock: How a Chokepoint Reshapes Global Trade in 2026
Ship transits through the Strait of Hormuz collapsed 95% in 2026, triggering the largest oil shock in history. UNCTAD warns trade growth...
Strait of Hormuz Closure: How a Chokepoint Fractured the Global Economy in 2026
The Strait of Hormuz closure on Feb 28, 2026 removed 20% of global oil supply, three to five times larger than the 1973 embargo. Oil...