Can You Price In No Longer Pricing Things In?

Renewables 'Can't Keep Up' With Data Center Pace. As Usual, The Left Wants Government To Step In... Authored by Gary Abernathy via The Empowerment Alliance, The political left is worried that the rapid expansion of data centers across the U.S. - a controversial but necessary development considering our competition with China - is increasingly accompanied by the corresponding construction of stand-alone natural gas plants to provide the power demands of the centers. In Ohio, 10 gas-fired power plants are in the works to fuel new data centers. In West Virginia, a startup...

Europe's Utility Sector Is 'On The Brink Of A New Regime' Authored by Gregor Morris via BondVigilantes.com, Europe’s utilities sector is on the brink of a generational shift. After more than a decade of subdued demand, the system is being forced to modernize, rebuild and expand. Electrification, datacentres, renewable integration and ageing infrastructure are converging into what can only be described as unprecedented capital expenditure programmes across the sector.  Simplistically, the bullish narrative is a convergence of rising electricity demand, visible investment pipelines, increase in regulated investments and improving returns. However, the same forces...

Trump Calls On Data Center Developers To Pay Communities A Dividend Authored by Chris Summers via The Epoch Times, President Donald Trump has suggested that companies building data centers in the United States should offer local communities a dividend to make them more popular. “If companies want to make their Data Centers popular, pay the community, and/or individuals within the community, a ‘dividend,’” Trump said in a Truth Social post on Wednesday. New data centers, which are required to fuel the growth of artificial intelligence (AI), have become politically controversial in some areas...