Avi Salzman

Avi Salzman

Senior Writer

LATEST ARTICLES

Extreme Heat is Coming. The Electric Grid and Data Centers Could See Strains.

Extreme Heat is Coming. The Electric Grid and Data Centers Could See Strains.

Nuclear operators have had to reduce output or shut down in the past because of extreme heat. Natural gas turbines are less efficient.

3 minute read

Why Wall Street Thinks Cheap Oil Is Here to Stay

Why Wall Street Thinks Cheap Oil Is Here to Stay

JPMorgan, Citi and other analysts are cutting long-term oil price forecasts as weaker demand outweighs lingering geopolitical risks in the Middle East.

3 minute read

The Nuclear Renaissance Is Missing One Key Ingredient

The Nuclear Renaissance Is Missing One Key Ingredient

Utilities will have to buy in to the process if nuclear is going to get off the ground.

3 minute read

Tech Took a Header. The Rest of the Market Marched On.

Tech Took a Header. The Rest of the Market Marched On.

The market’s breadth—the number of advancing stocks versus declining ones—has still been positive, even on days when tech is a mess.

3 minute read

This Solar Power Stock Still Has a Bright Future

This Solar Power Stock Still Has a Bright Future

The last big tax breaks for solar energy are ending July 4. Some companies are already looking beyond subsidies.

3 minute read

Iran Is Preparing Oil Tolls. These Companies Can Build Workarounds.

Iran Is Preparing Oil Tolls. These Companies Can Build Workarounds.

Among the public companies that construct pipelines and other installations in the Middle East are Italian engineering firm Saipem and France-based Technip Energies.

3 minute read

Walmart Nuclear Deal Shows Demand Beyond AI

Walmart Nuclear Deal Shows Demand Beyond AI

Walmart agreed to buy nuclear power from one of Constellation Energy’s Illinois plants, signaling that demand for carbon-free electricity extends beyond AI data centers.

1 minute read

Chevron Signs 20-year Deal to Power Microsoft’s AI Data Centers

Chevron Signs 20-year Deal to Power Microsoft’s AI Data Centers

The agreement puts the oil giant on track to produce steady cash flows for years, insulating it from the boom-and-bust nature of oil and gas.

2 minute read

Darren Woods’ Game Plan at Exxon Mobil: Produce More Oil for Less Money

Darren Woods’ Game Plan at Exxon Mobil: Produce More Oil for Less Money

Woods’ efficiency drive has won over investors.

1 minute read

Trump Credits Stealth Operations for Holding Oil Prices Down

Trump Credits Stealth Operations for Holding Oil Prices Down

West Texas Intermediate crude, the U.S. benchmark, settled on Wednesday at $90.03 per barrel.

3 minute read

There’s a New Stock to Play the AI Power Boom, and It’s Down Today

There’s a New Stock to Play the AI Power Boom, and It’s Down Today

ERock makes natural gas-powered engines and generators that can be placed on-site at data centers.

2 minute read

Is the Iran War Killing Global Oil Demand—Forever?

Is the Iran War Killing Global Oil Demand—Forever?

Oil analysts are scratching their heads over why prices haven’t gone up more because of the Iran war.

3 minute read

A New Energy Firm Debuts With a 7.7% Dividend Yield

A New Energy Firm Debuts With a 7.7% Dividend Yield

WhiteHawk Minerals plans to pay out at least 75% of its cash available as dividends.

2 minute read

SpaceX's Lofty IPO Has Serious Earthbound Problems, From Emissions to Water

SpaceX's Lofty IPO Has Serious Earthbound Problems, From Emissions to Water

Data centers use water primarily for cooling their servers, which process enormous amounts of information.

3 minute read

This Boring Electrical Device Is the Next Hot Data Center Play. Some Stocks Have Doubled.

This Boring Electrical Device Is the Next Hot Data Center Play. Some Stocks Have Doubled.

Enphase Energy and SolarEdge shares have jumped this year as they shift into transformers.

4 minute read

AI Data Centers Are Driving a Battery Boom. Ford Gets a Jump-Start.

AI Data Centers Are Driving a Battery Boom. Ford Gets a Jump-Start.

The car maker along with other companies that manufacture batteries are riding high because the demand to power AI data centers.

Long Read

China Makes Inroads Into U.S. With Everlane and Blue Bottle Buyouts.

China Makes Inroads Into U.S. With Everlane and Blue Bottle Buyouts.

Chinese companies have begun taking over recognizable American brands.

Long Read

The Stock Market May Soon Regret the End of Earnings Season

The Stock Market May Soon Regret the End of Earnings Season

Stocks are entering a limbo period—the gap between the end of one earnings season and the beginning of the next. They’ll need other catalysts to keep rising.

3 minute read

Why Occidental Petroleum Is a Buy Despite Falling Oil Prices

Why Occidental Petroleum Is a Buy Despite Falling Oil Prices

With a possible peace deal in sight, the oil producer’s years of problems have finally led to an opportunity for investors.

3 minute read

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