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Visualizing Data Center Power Surge Before White House Meets With Big Tech
Visualizing Data Center Power Surge Before White House Meets With Big Tech
Ahead of tomorrow's White House meeting, where representatives from Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI are expected to pledge that their data-center buildouts will not drive higher power bills for households near those facilities, UBS analyst Arend Kapteyn has published a new note featuring a chart of the day that visualizes the rapid growth in data center power demand on the grid.
After staying mostly flat for years, data center electricity demand has been surging since 2017,...
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May 14, 2026 / Dave DeCamp
House Narrowly Defeats Iran War Powers Resolution in 212-212 Vote
The House on Thursday narrowly defeated a War Powers Resolution that would have directed President Trump to end the US war against Iran, as the US continues to enforce a blockade of Iranian ports and is considering restarting the full-scale bombing campaign. The bill failed in a tie vote of 212-212, with three Republicans — […]
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Aug 13, 2026 / Tyler Durden
Hormuz Shock "Manifesting Itself In Cracks, Not Crude," Jefferies Says
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Brent crude futures held near recent highs of $90 a barrel before fading to around $87 early Thursday morning, as traders awaited progress toward reopening the Strait of Hormuz. Stalled US-Iran negotiations and tightening global fuel supplies continued to support prices and concern some top energy experts, who warn of a looming supply shock.
US-Iran talks remain deadlocked to end the week as the Trump administration maintains its blockade of Iranian ports and Tehran demands compensation for war-related damage. Pakistan, which...
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Mar 30, 2026 / Tyler Durden
Off-Ramp In Progress? Israeli Media Signals 'Completion Phase' Of Iran War
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It's no secret that Washington is looking for an off-ramp amid what has been a steady pattern of escalation with Iran over the past month since Operation Epic Fury began. The White House's anticipated timeline and even list of objectives has seriously shifted since the war's start, as has the scope, given Tehran's 'unexpected' big retaliatory strikes on the Gulf and Israel - including on energy and infrastructure targets.
It seems Trump was thinking Iran could be parallel to the...
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