The queue for power-intensive customers looking to tap into New York’s energy grid has surged as the boom for AI and growth in large-scale manufacturing drive electricity demand, according to one of the state’s utility providers https://t.co/U7v0mYf83j ...

GE Vernova, the US manufacturer of power generation equipment, doubled its dividend and increased its scope for share buybacks while increasing earnings projections amid soaring demand for electricity https://t.co/hho1AjL2K3 ...

France’s electricity glut will persist until at least 2028 as demand increases at a slower-than-expected pace amid sluggish economic growth https://t.co/a82f8tW63M ...

Africa’s electricity conundrum is usually framed as a supply problem. But it is also a question of demand https://t.co/AgaDo4RcFV ...

S&P Global Ratings is out with its economic outlook for the first quarter of 2026 and is expecting AI tailwinds to boost otherwise weak growth. Joining me now, Paul Grunwald, S&P Global Ratings global chief economist. Great to see you. >> Good to see you, Julie.>> So, let's zero in on the US first because your outlook there is for 2% growth. >> But we've gradually seen over the past couple of years this trend of like we expect one thing and it usually inches a little higher. So ho how should we be viewing 2 ...

Joining us now is an analyst who covers the sector, Ryan Lavine, city senior senior utilities analyst. Ryan, thanks for joining us this morning. >> Thanks for having me.>> So, how does this work. This huge increase in electricity demand from data centers. Is that primarily what's driving up electricity costs.>> So, electricity prices are up about 23% over the last 5 years, and it's due to a variety of reasons. Yes, data centers have impacted some of the Northeast and Mid-Atlantic utilities due to unique reg ...

Market Trends - The AI boom promises runaway electricity demand, impacting US power companies [1] - Investors are impatient for results from the AI-driven electricity demand [1] Investment Implications - The AI boom has jolted shares of US power companies [1]

The US faces a potential electricity crisis this decade as a surge in demand to power data centers bumps into cold reality https://t.co/SEAxOe8QiR ...

Industry Risk - Rising electricity demand from data centers is raising the risk of blackouts across a wide swath of the US during extreme conditions this winter [1] Regulatory Oversight - The regulatory body overseeing grid stability is monitoring the situation [1]

That's the story. That's the reporting. Lots of investment up front.And you got to wait a long time to get more. Yeah. The thing to keep in mind about nuclear is that everything moves really slowly.You know, I mean, any of these power plants are major construction projects. So already that's a slow thing. And then it's nuclear.So you know that they are going to take their time because it has to be safe. So it's a very slow moving industry. There's huge demand for it Now. There's there's, as you know, just a ...