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The Actual Problem With America's Energy Security Is Starting To Reveal Itself...
The Actual Problem With America's Energy Security Is Starting To Reveal Itself...
Constellation Energy’s high-profile effort to revive one of the Three Mile Island reactor plants, now renamed the Crane Clean Energy Center, has run into a four-year-tall roadblock: the grid itself.
The company had targeted a restart in the second half of 2027 to deliver roughly 835 megawatts of nuclear power to Microsoft data centers under a long-term agreement.
Yet PJM Interconnection, the regional grid operator, reports full deliverability could take until 2031.
The holdup stems from needed transmission upgrades.
The $1 billion...
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May 27, 2026 / Tyler Durden
Trump Red Line: No Sanctions Relief Unless Iran Gives Up Uranium; US Rejects 'Fabricated' Peace Framework By Iranian Side
Trump Red Line: No Sanctions Relief Unless Iran Gives Up Uranium; US Rejects 'Fabricated' Peace Framework By Iranian Side
Summary
Trump red line (PBS): "No, no, not at all. Not sanctions relief, no" - unless Iran gives up its enriched uranium. "Iran negotiating on fumes," Trump says in cabinet meeting.
White House rejects 'complete fabrication' of Iranian TV reporting on MOU and draft deal status.
IRGC keeping up the rhetoric: warns that Iran would "turn the area from Chabahar to Mahshahr into a graveyard for aggressors" if the ceasefire collapses.
CENTCOM: "Clearly the Iranians are...
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Jun 10, 2026 / Tyler Durden
OpenAI Eyes Massive 10-Gigawatt Ohio Data Center
OpenAI Eyes Massive 10-Gigawatt Ohio Data Center
OpenAI is moving along in talks to lease a proposed 10-gigawatt data center campus on federal land in Ohio, according to a new report from The Information, in a deal that could include financial backing from Nvidia. This comes as Ohio lawmakers unveiled new legislation aiming to regulate data center build-outs.
The massive 10 GW data center would be the largest data center development ever considered, with a potential buildout cost topping $500 billion based on current prices for chips, labor, and construction...
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Apr 16, 2026 / Tyler Durden
Can You Price In No Longer Pricing Things In?
Can You Price In No Longer Pricing Things In?
By Michael Every of Rabobank
At this point it isn’t a random walk but a determined march: markets have decided the Iran war and the Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs and even worries over private credit are receding. In the real world, there are signs that back that stance and ones that say otherwise.
Iran warned it could sink US ships in Hormuz if they police...
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