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China Builds Nuclear Power While the West Reinvents It

July 29, 2026

Nuclear power is gaining momentum around the globe, but the industry’s path has diverged. China and India are rapidly expanding conventional reactor fleets, while the US and Europe are betting on smaller and more advanced designs to overcome decades of cost overruns and delays. Rising AI electricity demand, energy security concerns and decarbonization goals have all renewed interest in nuclear energy. But turning that momentum into new projects will depend on whether the industry can bu...

Gas Is Letting Data Centers Grow Beyond the Grid

July 23, 2026

Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. Faced with years-long grid connection delays, developers are turning to on-site gas generation to bring projects online faster, creating a rapidly expanding market for turbines, engines, fuel cells and battery storage. Choosing the right technology is a trade-off between speed, cost, effic...

AI’s Edge in Hurricane Forecasting: Analyst Reaction

July 20, 2026

Artificial intelligence is beginning to transform weather forecasting. New AI models are proving remarkably accurate at predicting hurricane tracks, in some cases matching or outperforming traditional forecasting models while delivering faster results. For energy markets, those gains could be significant. Earlier and more accurate forecasts give utilities, LNG exporters and offshore operators more time to prepare for approaching storms, improving resilience and reducing disruption. Yet AI is ...