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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Powering the AI Era with Clean Firm Energy: Google’s CCS Deal Signals a New Frontier
Source: https://www.flickr.com/photos/quintanomedia/52639793897/ Google’s recent agreement to purchase power from the Broadwing Energy project in Decatur, Illinois—a 400 MW natural gas-fired plant with carbon capture and storage (CCS)—marks a pioneering step in sustainable energy for AI. Unlike traditional wind or solar PPAs, this deal leverages CCS to capture ~90% of CO₂ emissions, storing them underground, ensuring firm, dispatchable clean power for Google’s 24/7 data cente

Timothy Beggans
Oct 282 min read


AI is Moving to the Laptop—What Does It Mean for Power Demand?
Source: ChatGPT On August 5, 2025, OpenAI released GPT-OSS, its first open-weight models since GPT-2: 🔹 gpt-oss-20b – Runs efficiently...

Timothy Beggans
Aug 71 min read


Natural Gas: Outlook for the Rest of 2025
Source: Google Maps As we enter late 2025, the natural gas market stands at a critical juncture, shaped by global demand shifts, policy...

Timothy Beggans
Aug 52 min read


Powering the Future: FERMI America and Texas Tech’s HyperGrid™ AI + Energy Campus
Source: FERMI America In a landmark partnership, FERMI America, co-founded by former U.S. Energy Secretary Rick Perry, and the Texas Tech...

Timothy Beggans
Jul 101 min read


How "Sleep-Time Compute" Could Quietly Transform AI and Global Power Demand
Source: GROK AI isn't just "thinking" faster — it’s learning to think smarter during its downtime. A new study from Letta and UC...

Timothy Beggans
Apr 291 min read


How Cisco and NVIDIA Are Reshaping AI Infrastructure—and What It Means for Energy
Source: NVIDIA AI is only as powerful as the infrastructure behind it. That’s why the expanded partnership between Cisco and NVIDIA is...

Timothy Beggans
Apr 221 min read


Behind the Meter Generation: How Natural Gas Fuels AI Growth Until Nuclear Scales Up
Source: GROK The explosion of AI and cloud computing has created an unprecedented demand for reliable, low-cost power. Data centers—the...

Timothy Beggans
Feb 171 min read


Sustainable Solutions: Can AI Be Used to Lower AI's Energy Usage?
Source: Nature.com Artificial intelligence has a growing energy problem. With AI models requiring vast computational resources, their...

Timothy Beggans
Feb 122 min read


Sustainable Solutions: Jevons' Paradox
Source: Wikipedia As Artificial Intelligence (AI) continues to advance, improvements in efficiency won’t necessarily lead to lower energy...

Timothy Beggans
Jan 292 min read


Lancium: Abilene Clean Campus
Source: OpenAI (Stargate Header) Abilene, Texas, is emerging as a hotspot for clean energy innovation and advanced technology...

Timothy Beggans
Jan 272 min read


Are Nuclear Microreactors the Wave of the Future?
As the world pushes for cleaner energy solutions, nuclear microreactors are gaining attention for their potential to reshape localized...

Timothy Beggans
Dec 2, 20242 min read


Will AI Power Demand Push ERCOT Beyond Texas? Southern Spirit Transmission Could Accelerate Efforts Toward a National Electrical Grid
With the rapid rise of AI-driven energy needs, Texas’s grid—managed by the Electric Reliability Council of Texas (ERCOT)—could soon...

Timothy Beggans
Nov 4, 20241 min read


Green (Energy) or Green (Profits)? Is There an Alternative Solution?
Could the AI industry speed up coal plant retirements by replacing them with natural gas facilities at the same sites? For tech giants...

Timothy Beggans
Oct 27, 20242 min read


The New Cold War (AI) just went nuclear: Why Power is the new battlefield
Last week, a broad-based push for nuclear energy was launched, with governments, private industries, startups, and even selective...

Timothy Beggans
Sep 29, 20242 min read


Hot off the Press
In a groundbreaking collaboration, Global Infrastructure Partners (GIP), BlackRock, Microsoft, and MGX have joined forces to launch the...

Timothy Beggans
Sep 16, 20242 min read
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