← /news·[ENERGY]·AUG 05·1 min read

Oil surges 7% after Iran fires ballistic missiles at U.S. forces

The crude oil market carries a geopolitical risk premium at all times, baked into how traders price supply exposure from any given region. That premium repriced sharply after Iran launched a ballistic missile a

$Marisol Quintero·NewsNTech·[BA]

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OpenAI's listing delay raises the stakes on SoftBank's $50bn SB Energy IPO

Capital markets price AI infrastructure offerings against visible demand signals, and the clearest one in the sector has gone quiet.

Devon Ashkar·1 minSEP 18

[ENERGY]02

Senate snag stalls bipartisan bill to cap AI data center utility costs

The cost question for AI data centers runs through utility rate structures. Growing power loads generate infrastructure and operating expenses, and when regulators allow utilities to recover those

Marisol Quintero·1 minSEP 17

[ENERGY]03

House advances bill to shield consumers from AI data center energy costs

The constraint this legislation targets sits inside utility rate design. When a large industrial load connects to the electricity grid, regulated utilities typically recover infrastructure costs through rate proceedings …

Marisol Quintero·1 minSEP 17