Ira Menon

A new EIA outlook says data center electricity demand has become the main long-run driver of U.S. power growth, forcing a much bigger buildout of generation and grid capacity.

FERC's June 2026 action window on large-load interconnection could reshape how data centers, utilities, transmission providers, and states handle time-to-power bottlenecks.

Europe’s aviation fuel problem has moved beyond oil-market chatter. After the IEA warned that the region may have only weeks of jet fuel left if Hormuz disruption continues, airlines and airports are treating supply security as a summer schedule risk.