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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


The Data Center Slowdown: Why Power, Water, and Rising Bills Are Rewriting Growth Plans
Source: Xai (Colossus site) After years of breakneck expansion, some of the nation’s largest data-center markets — including Virginia and parts of PJM — are showing signs of cooling demand. Not because tech is slowing, but because power, water, and retail rate pressure are forcing a rethink. In northern Virginia, long the epicenter of hyperscale development, utilities and regulators are signaling that future growth cannot rely on unlimited access to cheap electricity and wate

Timothy Beggans
Nov 272 min read
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NG Volatility Is Coming — Buckle Up!
Source: Elk Trading Company LLC The natural gas market is heading into a new era of volatility. As U.S. LNG exports and data centers surge, the share of baseload  (24/7/365) demand continues to grow — permanently altering the balance of flexibility that has historically smoothed seasonal swings. This shift means the remaining variable components of demand—industrial, residential, and power generation—will become more reactive to even minor shifts in weather, pipeline constrai

Timothy Beggans
Nov 111 min read
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Texas at a Crossroads: Surging Energy Demands Amid a Looming Water Crisis
Source: GROK Texas is powering America’s future—its tech boom, manufacturing renaissance, and energy expansion are reshaping the state’s economy. But beneath the prosperity lies a rising threat: water scarcity. Houston’s peak power load is projected to surge nearly 50% within six years, driven by explosive data center growth and industrial demand. With over 390 data centers already operating across the state—from Dallas to Austin—the grid is straining under unprecedented load

Timothy Beggans
Oct 302 min read
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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
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Rising Power Costs are Suddenly a Political Hot Potato!
Source: EIA Electricity prices are surging across the U.S., thrusting energy affordability into the political spotlight. From Virginia to New Jersey, escalating costs are fueling debate as utilities grapple with soaring demand from AI-driven data centers and rapid electrification. In the PJM region — spanning Illinois to New Jersey — wholesale power costs have climbed more than 30% year-over-year , according to Reuters and EIA data. Much of this increase stems from the surge
media4035
Oct 162 min read
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Will Data Centers and LNG Export Facilities Rewrite the Natural Gas Pipeline Flow Patterns?
Source: https://www.datacentermap.com/usa/ The U.S. natural gas grid is being reshaped by two powerful new demand drivers: AI data...

Timothy Beggans
Oct 91 min read
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Comstock Resources Is on a Tear — What Is It Saying About the Natural Gas Market?
Source: TradingView.com Comstock Resources has doubled down on natural gas development, signaling it sees sustained strength ahead....

Timothy Beggans
Oct 72 min read
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Natural Gas Winter Strip – Is it About to Rally?
Source: TradingView.com The November 2025–March 2026 natural gas winter strip is heating up, now averaging $3.807 , up from a recent low...

Timothy Beggans
Sep 41 min read
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Natural Gas Basin Highlight: San Juan Basin – Mancos Shale
Source: Energy Transfer Once considered a declining natural gas province, the San Juan Basin  may be staging a comeback thanks to the...

Timothy Beggans
Aug 211 min read
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Natural Gas Basin Highlight – Western Haynesville
Source: GROK The Western Haynesville  is emerging as one of the most strategically important natural gas plays in the United States — and...

Timothy Beggans
Aug 191 min read
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NVIDIA: Here comes multi-MW server racks
Source: GROK As artificial intelligence evolves, so too must the infrastructure that powers it. Behind every cutting-edge AI model lies a...

Timothy Beggans
Jun 32 min read
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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
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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
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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
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Oklo and RPower - Phased Energy Model
Source: Oklo The rapid growth of data centers and other energy-intensive industries has highlighted the urgent need for innovative,...

Timothy Beggans
Jan 202 min read
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The Death of Seasonality
Source: GROK The shale revolution has transformed natural gas into a cornerstone of manufacturing, significantly boosting U.S. liquefied...

Timothy Beggans
Dec 30, 20242 min read
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Factors in Siting a Data Center
Source: X In today’s data-driven world, choosing the right location for a data center is critical for performance, cost-efficiency, and...

Timothy Beggans
Dec 16, 20242 min read
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The Urgent Case for Grid Integration and a National Grid
Data centers now consume significant portions of electricity globally, with projections like Ireland's alarming estimate that they will...

Timothy Beggans
Nov 18, 20242 min read
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Data Centers and Load Shifting
As the global demand for cloud computing skyrockets, data centers face an urgent challenge: balancing energy needs with sustainability....

Timothy Beggans
Oct 6, 20242 min read
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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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