JUSTTHENEWS (The Center Square Staff) - U.S. LNG exports up again in March on global panic buying
Cheniere Energy CEO said at the CERAWeek Conference in Houston on March 25 that his company is doing “whatever it can” to increase production.
AXIOS (Amy Harder) - AI boom drives clash between grid power vs. energy "islands"
HOUSTON — A high-stakes fight is emerging as the AI boom accelerates: Should data centers plug into the grid, or operate as energy "islands"? Why it matters: The debate is shaping power flows and multibillion-dollar investments, as data centers rival entire cities in their electricity demand. Driving the news: Chevron said this week it's working on a deal to build a natural gas plant dedicated to a Microsoft data center in Texas — one of many signs that on-site power is gaining traction. - Roughly 30% of all planned data center power capacity is expected to be on site, according to a February report by Cleanview, a market intelligence firm — up from almost nothing a year earlier. "A lot of people look at that 30% figure from our…
AXIOS (Chuck McCutcheon) - Energy execs say they're trying to address anger over rising electric bills
HOUSTON — Several top energy executives and a federal regulator had a message Thursday for Americans angry about soaring electricity bills: Help is on the way. Why it matters: The cost of electricity — which has spiked across much of the country over the past year — has become a top-tier political issue, with Democrats making it a focus of their affordability push. Driving the news: At a CERAWeek panel on affordability, the executives said investments in grid improvements, closer cooperation among states and the federal government, help from hyperscalers, and other measures will bring down rates. - Southern California Edison president and CEO Steve Powell said wildfire-related upgrades dramatically drove up his customers' rates…
AXIOS (Amy Harder) - Instability rocks Houston energy summit as Iran war, AI jolt oil markets
HOUSTON — Instability is the defining mood at the world's most influential energy gathering this week — playing out in a split screen of oil markets jolted by the Iran war and an AI-supercharged power sector. Why it matters: The vibe at the CERAWeek conference underscores how quickly the energy landscape has turned unpredictable, leaving billions in investment decisions — and what consumers ultimately pay — hanging in the balance. Driving the news: The biggest headlines out of the S&P Global-run event are coming from the parallel geopolitical events of the Iran war and Venezuela. What they're saying: Conference host Daniel Yergin asked ConocoPhillips CEO Ryan Lance on the main stage yesterday how he thought the oil market was…