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energy

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Lessons

Venezuela and the Resource Curse, Part 1

Venezuela holds the world’s largest oil reserves, yet its production capacity continues to deteriorate despite rising global demand.
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Big Tech’s Power Plays, Part 2

A showdown in Ohio reveals how the battle over who pays for big tech’s soaring electricity use is only just beginning.
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Big Tech’s Power Plays, Part 1

Tech companies have gone from green-energy hobbyists to some of the most dominant players in America’s power sector.
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Middle East Energy Systems at Risk as Iran-Israel Conflict Escalates

Israel’s strike on Iranian energy facilities has exposed vulnerabilities in the region’s oil and gas infrastructure, raising fears of broader market disruption.
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The Boom, Part 2: AI’s Growing Appetite for Energy and Resources

The unprecedented scale of AI data centers is driving demand for electricity, cooling infrastructure, and even nuclear power at levels once reserved for entire nations.
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The Boom, Part 1: The Billion-Dollar Race to Build AI Supercomputers

In the 1990s, businesses restructured their digital infrastructure to accommodate the rise of the internet. Now, they’re doing it again—this time, for artificial intelligence.
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Oil Prices Drop as OPEC+ Moves to Boost Production

Oil prices slid to their lowest level of the year on Monday after OPEC and its allies reaffirmed plans to gradually increase crude production starting in April.
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Chevron’s Sackings

The second-largest oil and gas company in the United States announced on Wednesday that it plans to lay off up to 20 percent of its workforce—approximately 9,000 employees—as part of a global cost-cutting initiative.
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Exxon Meets Big Tech

The supercharged demand for electricity in the United States has led to an unexpected entrant into the power market—Exxon Mobil.
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Middle East Tensions Stir Fears of Global Oil Shock

The potential for an escalating conflict has sparked growing concern over the global economy, particularly the possibility of a shock to oil supply chains.

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