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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


The AI Grid Shock: Why Data Centers Are Supercharging Power Demand in ERCOT and PJM
Source: SuperMicro Artificial intelligence, cloud computing, and hyperscale data centers are rapidly reshaping electricity demand across the United States. After nearly two decades of relatively flat power consumption, the grid is entering a new era of sustained load growth—and the epicenter of that surge is concentrated in two regions: ERCOT and PJM. Recent forecasts from the U.S. Energy Information Administration (EIA) show U.S. electricity demand rising steadily through 20

Timothy Beggans
Mar 142 min read


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 7, 20252 min read
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