Author: Stu

The Collapse of U.S./Canada Trade Talks Threaten America’s Energy Security

ENB Pub Note: This article originally appeared on David Blackmon’s Substack; we highly recommend subscribing. We will be covering this on several podcasts this week. This also brings in the Hydro Connection from Canada to New York City that we have covered. It is not wise to spend billions on importing energy without alternative sources – just […]

Britain Doubles Down on Wind by Moving to Floating Wind Farms for More Expensive Energy

Britain is running out of shallow waters suitable for fixed-bottom offshore wind turbines and is now pivoting aggressively to floating wind farms in deeper seas around Scotland, Wales, and Cornwall. According to recent reporting, the government aims for roughly 3,000 new floating turbines over the next 10–15 years (about 500 by 2030), adding around 30 […]

GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market?

Order a heavy-duty gas turbine from GE Vernova today, and it will not arrive until 2031. That production reality, confirmed on the company’s July 22, 2026, earnings call, sits beneath nearly every ambitious AI data-center power plan announced in recent years. GE Vernova closed the second quarter with a combined gas-power equipment backlog and slot-reservation […]

What if 9 Substations were Targeted on the US Grid? Would Jon Wellinghoff’s Prediction of an 18-Month US Grid Blackout Happen?

The U.S. power grid faces a long-standing vulnerability that has resurfaced in recent discussions: a coordinated attack on a small number of critical substations could trigger a cascading nationwide blackout lasting months—or longer. This warning, originally highlighted by former Federal Energy Regulatory Commission (FERC) Chairman Jon Wellinghoff, stems from analysis following the 2013 Metcalf substation […]

Hedge Funds Cut Bearish Bets on European Diesel to Two-Year Low

Hedge funds have sharply reduced their short-only positions on European diesel (ICE gasoil) to the lowest level in more than two years while adding fresh long positions, signaling that traders expect the current historic fuels supply crunch to persist. According to ICE Futures Europe data cited in reports of the Bloomberg story, funds cut short-only […]

UAE Cageing Up Their Oil Storage for Anti-Drone Protection

In a striking visual that feels pulled straight from a post-apocalyptic film set, the United Arab Emirates has completed the installation of massive metal “cope cages” over key oil and gas storage tanks in Abu Dhabi, with similar structures already in place or under construction near Dubai. These large steel mesh and framework enclosures are […]

Will Iraq leave OPEC, or will OPEC allow Iraq to double exports within six years?

Iraq is pushing aggressively to more than double its oil production capacity, targeting 8–10 million barrels per day (bpd) within six years—up from roughly 4 million bpd before the recent Iran-related regional conflict disrupted Strait of Hormuz shipping. On August 21, 2026, Prime Minister Ali al-Zaidi announced the goal at the Baghdad Dialog conference and […]

Nigeria looks to lead the oil and gas investment boom away from choke points

Nigeria is positioning itself at the forefront of a global shift in oil and gas investment, targeting up to $50 billion in new offshore projects that could help diversify supplies away from the world’s most vulnerable maritime chokepoints. The Nigerian Upstream Petroleum Regulatory Commission (NUPRC) has highlighted that new incentives for offshore oil and gas […]

Texas ERCOT looks to complete Texas data center audit by December

The Electric Reliability Council of Texas (ERCOT) aims to finish Governor Greg Abbott’s comprehensive verification and audit of data center and large-load projects by December 2026. The review, ordered on August 3, pauses advancement of new data center interconnections until projects demonstrate compliance with state law, Public Utility Commission of Texas (PUCT) rules, and ERCOT […]

US Allows Early Sales of Winter Gasoline to Help Curb Prices

The Trump administration’s Environmental Protection Agency (EPA), in consultation with the Department of Energy (DOE), issued a temporary emergency fuel waiver on August 20, 2026, allowing an early transition to winter-grade gasoline blends. This move aims to boost domestic supply and ease pressure on pump prices amid ongoing disruptions tied to the Iran conflict and […]