We've got a very energythirsty economy. We're seeing a lot of AI data center projects. We're seeing much larger demand [music] upon our electric grid than we've ever seen before.We're going to need manufacturing engineers, quality engineers, mechanical engineers, and just overall workforce to support that. >> My name is Oscar Ugok and I was born in Nigeria. My father always wanted me to be a lawyer, but my passion was to be an [music] engineer.>> Alamo is one of the world's largest manufacturer of bushings. ...

January WTI crude oil (CLF26) today is up +0.41 (+0.69%), and January RBOB gasoline (RBF26) is up +0.0093 (+0.51%). Crude oil and gasoline prices are moving higher today, with crude oil posting a 2-week high.  Crude prices are supported by the prospects for the war in Ukraine to continue, which will keep sanctions on Russian energy exports in place, after US-Russian talks failed to reach a breakthrough in ending the war.  Today's rally in the S&P 500 to a 5-week high is also supportive of crude prices, as ...

Core Viewpoint - The article discusses BCI Group's innovative approach to addressing the conflict between the explosive growth of AI computing power and energy demand through a vertically integrated model [1] Group 1: Vertical Integration Model - BCI Group's CEO emphasizes that traditional data center operations are transitional and that a "vertical integration" model was proposed seven years ago [1] - The model aims to achieve three levels of "consistency": - Technical consistency, integrating energy and computing center architecture, leading to new forms like containerized computing centers and modular computing units [1] - Capital consistency, where capital must cover upstream and downstream aspects from energy to computing services, differing from the past clear division of labor [1] - Operational consistency, breaking traditional boundaries in enterprise operations, extending from data centers to equipment manufacturing, new energy generation, and storage [1] Group 2: Industry Trends - Leading AI companies and large model enterprises overseas have adopted this integrated capital layout, indicating a shift in industry practices [1] - The approach reflects a broader trend in the industry towards more cohesive and efficient operations in response to the demands of the AI era [1]

RT Bloomberg New Economy (@BBGNewEconomy)@OdysseyEnergyS "We've had flat demand for years so now suddenly we're racing to catch up with the prospect of - fast energy." Co-Founder & CEO@OdysseyEnergyS Emily McAteer on why meeting the AI energy demand is so challenging. #BloombergNewEconomy⏯️https://t.co/ocFSIrdHn7 https://t.co/odocqoQcBJ ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it. On this episode of Trader Talk, Kenny Polcari and Wall Street veteran Lou Basenese break down why the AI build-out is hitting a wall of power, which sectors could benefit first, and where the real long-term value is hiding beyond the Magnificent 7. They uncover opportunities across natural gas, nuclear, data cent ...

Strategic Direction & Growth - Chevron is bigger, stronger, and better than ever, with growing free cash flow and earnings over the next five years [2] - Free cash flow is growing at greater than 10% compound annual growth rate, driven by the core business and supplemented by new opportunities [2] - The company plans to be operational with its data center power project by 2027 [4] - Exploration spending is set to increase by approximately 50% [11] Data Center Power Project - Chevron is entering the power business to support the coming boom in AI and the need for more power to support data center buildout [3] - The power project will be disconnected from the grid and serve only a dedicated customer for AI [3] - The company has 5 gigawatts of power generation to support facilities in remote locations without grid access [6] - The data centers will be located close to the gas supply and fiber infrastructure in West Texas [8][10] Market Dynamics & Supply - Demand for energy will only grow into the future, with oil and gas demand growing to 2050 based on current policies [15] - Oil prices in 2026 are likely to feel more pressure than LNG prices due to supply coming back from OPEC plus countries [19][20] - LNG spot prices are expected to be pressured due to high supply from new projects in the Middle East and the United States [19][20]

Core Viewpoint - Woodside Energy anticipates a 50% increase in oil and gas sales by 2032 to satisfy growing energy demand, especially in Asian markets [1] Group 1 - The company's CEO, Meg O'Neill, highlighted the rising energy demand as a key driver for this expected growth [1]

Industry Trends - Demand for energy is rising due to investment in power-hungry data centers [1] - The petroleum industry faces surprisingly tough times despite a president who supports it [1]

Joining us now is Tyler Rosenlick. He is fund manager and head of natural resource equities at Cohen and Steers. Uh now I know what ghost energy drink is.Not a promotion by the way. Tyler, it's great to have you on. >> Thanks so much for having me.>> Okay, so energy I do know something about. Let's talk first off about uranium, the nuclear renaissance. Everybody's talking about it, but let's I want to dial it back a bit.Okay, we're building exactly zero nuclear power plants in the United States right now. T ...

RT Bloomberg Opinion (@opinion)@DaveLeeBBG @parmy @cathythorbecke AI will create much more demand for energy. Where should it come from? 🤖🌎https://t.co/6kgUwBtaMS ...