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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


NG/LNG – This Week's Main Drivers and the Look Ahead | 7.26.26
Source: EIA This Week's Main Drivers: The EIA reported a +32 Bcf storage injection, slightly tighter than expectations (+35 Bcf) and above both last year (+27 Bcf) and the five-year average (+30 Bcf). The report was largely neutral but reinforced a tightening supply-demand balance. Geopolitics dominated headlines as Qatar extended Force Majeure on LNG exports into mid-October, an LNG vessel was struck by a projectile in the Strait of Hormuz, and the Iran conflict intensified.

Timothy Beggans
Jul 262 min read


ERCOT on the Edge: Navigating a New Era of Grid Dynamics
Source: GROK Texas is experiencing unprecedented growth, and its electricity demand is skyrocketing. The Electric Reliability Council of...

Timothy Beggans
Jun 24, 20252 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 29, 20251 min read


Sustainable Solutions: ERCOT BESS Output Hits New Record! Over 5k MWs!!!
Source: ERCOT ERCOT just hit a milestone—battery energy storage system (BESS) output topped 5,000 MW for the first time. It's a big win...

Timothy Beggans
Apr 24, 20251 min read
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