Record diesel crack spreads on top of expensive crude have taken the US pump price to an all-time high. Senator Chuck Grassley wants President Trump to ban the exports, which are also at a record.
Perspective Coverage
3 publishers
- Builder
- Builder 7%
- Operator
- Operator 22%
- Investor
- Investor 71%
Reality
- Evidence68
- Adoption76
- Hype gap+18
- Incentives52
- Confidence64
ENRG began trading on NYSE Arca on September 22 holding 25 to 50 names. The rising data-center electricity demand behind the pitch reaches that book through uranium, copper and pipeline tolls. Two-thirds of its oil and gas producers are American.
Reality
- Evidence57
- Adoption22
- Hype gap+18
- Incentives72
- Confidence42
A bipartisan bill that could reach the House floor this week would let states make data centers above 100 megawatts fund their own grid, and each state would decide whether to use that authority.
Reality
- Evidence38
- Adoption15
- Hype gap+35
- Incentives55
- Confidence42
The International Energy Agency expects a demand shock this year comparable to the pandemic's, and traders are pricing supply anyway, because the missing barrels show up in inventories while the missing demand shows up only in forecasts.
Reality
- Evidence42
- Adoption38
- Hype gap+20
- Incentives66
- Confidence45
A private Republican memo blames data-center backlash for Jon Husted's trouble in Ohio. The warning inside it is about approvals everywhere, which makes it a cost line, not a talking point.
Reality
- Evidence32
- Adoption41
- Hype gap+24
- Incentives74
- Confidence38
BloombergNEF tracks 99 on-site gas plants totalling 126 gigawatts. Run at normal rates they would add about a fifth to US power sector emissions, with no utility or grid operator vote.
Reality
- Evidence58
- Adoption38
- Hype gap+18
- Incentives55
- Confidence52