Geopolitics is key, but 2026 energy markets are moving on more than headlines. Here are five things to watch. First, the LG tsunami.2026 kicks off the largest supply expansion in history. As traders brace for a global surplus, project delays may be key to Henry Hub volatility. Second, the Oil Balancing Act.Supply from Gana, Canada, and Brazil is surging. OPEC Plus faces a tough choice. Lower output or lower oil prices.Third, the China swing. From crude stockpiling to refined product export licenses, a singl ...

Siemens Energy is on track for another year of rising revenue as surging electricity demand continues to bolster sales of its gas turbines and power-grid products. https://t.co/MmmiZjraBj ...

Siemens Energy plans to spend $1 billion to boost its manufacturing of grid and power-generation equipment in the U.S. as demand for electricity soars https://t.co/LdAzviOw6e ...

People are very concerned about what data centers are doing to their bills and it is absolutely true that data centers are playing a big role in what we are seeing go on. [music] They are pretty big users of electricity. Their demand is raising costs for everyone because of the way that [music] utilities do their billing.They kind of spread those extra demand costs around. Infrastructure is another big factor. [music] Our grid in the US just happens to be pretty old.A lot of the things like wires, like towe ...

Instances of negative power prices in Britain are set to more than double this year as renewable generation expands faster than electricity demand https://t.co/rz1ccGuOtE ...

The Texas grid operator is forecasting very little wind generation — a key source of power — over the weekend just as a nearing major winter storm promises to prompt a surge in electricity demand https://t.co/xopPsiYKNT ...

Energy Industry Trends - Vertically integrated energy firm 将太阳能、电池和电动汽车充电与 $ENERGY token 联系起来 [1] - Fuse Energy 使用 tokens 来平衡电力需求 [1]

Demand Surge - Demand for New York's energy grid access has surged due to the AI boom and large-scale manufacturing growth [1] - The surge is driven by power-intensive customers seeking to connect to the grid [1] Utility Provider Perspective - One of New York's utility providers reports the increased queue for energy grid access [1]

Financial Performance - GE Vernova doubled its dividend [1] - GE Vernova increased its scope for share buybacks [1] - GE Vernova increased earnings projections [1] Market Dynamics - Soaring demand for electricity is driving increased earnings projections [1]

Market Trends - France's electricity glut is expected to continue until at least 2028 [1] - Demand for electricity is increasing at a slower-than-expected rate [1] Economic Factors - Sluggish economic growth is contributing to the slower increase in electricity demand [1]