Author: Stu

Updated: Texas Grid Predicts Record Demand as Heat Rises, Wind Power Sags

(Updated August 19, 2026, with actual August 18 numbers and latest peak forecasts)The Electric Reliability Council of Texas (ERCOT) continues to brace for a multi-day stretch of extreme heat that is expected to push power demand past the current all-time record of 91.089 GW. ERCOT is forecasting that peak demand will exceed that mark each […]

Diesel Margins Top $100 a Barrel to Reach Record High as Supply Crunch Grows

The U.S. diesel crack spread—the premium of ultra-low sulfur diesel futures over West Texas Intermediate (WTI) crude—has shattered historical records, surging above $100 per barrel for the first time ever. It hit an intraday all-time high of $102.20 on Monday, August 17, 2026, before hovering around $100 on Tuesday, August 18 (settling in triple digits […]

Is Load Balancing from EVs or Home Storage Power Units Safe and Affordable?

As electricity demand surges from electrification, data centers, and extreme weather, utilities and regulators are turning to customer-owned resources—electric vehicles (EVs) and home battery storage—to balance the grid. This involves “load balancing” or demand flexibility: shifting or reducing consumption (or discharging stored energy) during peak times, often through virtual power plants (VPPs) or demand response […]

NANO Nuclear and Quadrant Nuclear Industries Sign Memorandum of Understanding to Advance Domestic HALEU Fuel Supply

NANO Nuclear Energy Inc. (NASDAQ: NNE) and Quadrant Nuclear Industries, Inc. (QNI) announced on August 18, 2026, that they have entered into a non-binding memorandum of understanding (MoU) to collaborate on the future supply of high-assay low-enriched uranium (HALEU) fuel. The agreement aims to support advanced reactor deployments, strengthen the U.S. nuclear fuel supply chain, […]

China impacted the global oil supply, and moved the crisis downstream. Diesel is the next inflationary problem for the Trump Administration.

Brent crude hovering near $91 a barrel might look manageable on a trading screen. Jeff Currie, the veteran commodities strategist now at Carlyle Group, argues that focus is dangerously misplaced. “Nobody on the planet Earth consumes crude oil,” Currie told CNBC. “Refineries do. Everyone else consumes gasoline, diesel and jet fuel, and those markets look […]

Houthis Claim Third Attack on Saudi Aramco Refinery in Two Weeks

Yemen’s Iran-aligned Houthi movement claimed on Tuesday, August 18, 2026, that its forces targeted Saudi Aramco’s Jazan (also spelled Jizan) oil refinery on the Red Sea coast in southwest Saudi Arabia with “a number of drones.” A Houthi military source told the group’s Saba news agency the strike was “precise” and conducted in response to […]

Electricity policy is economic policy: The race for reliable power

ENB Pub Note: This article is from America Outloud and Ronald Stein, Olivia Vaughan, and Steve Curtis. We highly recommend following them! Electricity policy, at its core, is economic policy. Nations that can produce abundant, reliable, and affordable electricity create the conditions for industrial growth, technological leadership, higher wages, and rising living standards. Those that […]

Iraq-Syria Oil Pipeline to Bypass Hormuz Is 4 Years and $15 Billion Away

The ambitious plan to build a major new crude oil export route from Iraq through Syria to the Mediterranean—explicitly designed to reduce dependence on the Strait of Hormuz—will require at least four years of construction and an investment of $15 billion or more, according to sources directly involved in the project speaking to Reuters on […]

EU’s CBAM will cripple the ability to Re-Arm the EU in a Post Russia/Ukraine war

As Europe contemplates a post-Russia/Ukraine war landscape, the imperative to re-arm and rebuild credible conventional deterrence has never been clearer. Tanks, artillery systems, armored vehicles, munitions, and supporting infrastructure all demand vast quantities of high-quality steel—often 50–60 tonnes for a main battle tank and up to 100 tonnes for certain self-propelled artillery pieces. Yet the […]

Coal as China’s Weapon of Sovereign Power – Special Guest Josheph Fournier, PH.D.

A wild day on the Energy Realities Podcast with Dr. Tammy Nemeth, David Blackmon and Stu Turley. In this episode of the Energy Realities Podcast, host David Blackmon and panelists Dr. Joseph Fournier, Dr. Tammy Nemeth, and Stu Turley challenge the prevailing Western narrative around energy transition and expose a stark geopolitical reality: while North […]