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Energy

Crude, refining and the price at the pump

Supply, inventories, crack spreads and OPEC decisions, followed down to the producers, refiners and buyers who book the difference.

What Big Funds Own22 fundsWhat Berkshire, Bridgewater and other big funds reported holding last quarter.What Analysts Expect16 stocksRatings and price targets from the big institutions, each with its public source.

2026-07-03

AI power project finance graphic showing Brookfield capital and Bloom fuel-cell deployment
AI Infrastructure / Power
10 min read

Bloom Energy's Brookfield Deal Turns AI Power Into Project Finance

Bloom Energy and Brookfield expanded their AI infrastructure partnership from $5 billion to $25 billion, and the market treated it as proof that AI power has become a financeable bottleneck. The real story is that data centers now need reliable megawatts fast enough that project finance, not just engineering, becomes the constraint.

Partnership: $25BPrior Framework: $5B
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Constellation firm power graphic with load growth, baseload, and PPA bars
Energy / Utilities
MSFT · CEG•10 min read

Constellation Energy Shows Why AI Wants Firm Power, Not Just More Megawatts

Constellation ticked higher on July 2, but the real signal is structural: EIA expects U.S. electricity use to grow 1% in 2026 and 3% in 2027, while Constellation says data center power demand has tripled since 2014 and its 835 MW Crane restart for Microsoft shows why firm nuclear power is becoming an AI priority.

2026 U.S. load growth: 1%2027 U.S. load growth: 3%
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2026-07-02

Tesla delivery beat graphic with deliveries, consensus and storage bars
Auto / Energy Storage
TSLA•9 min read

Tesla's Q2 Delivery Beat Says the EV Business Is Still Alive, but the Real Story Is Storage and Mix

Tesla delivered 480,126 vehicles in Q2, far above the 406,024 company-compiled consensus, and deployed 13.5 GWh of storage. The beat matters, but the deeper read is that Tesla is still a hardware business first and a software optionality story second.

Q2 Deliveries: 480,126Consensus: 406,024
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Tesla delivery and energy storage growth graphic
Auto / EV
TSLA•8 min read

Tesla Q2 Deliveries Keep the EV Reset in Play

Tesla said Q2 output topped 450,000 vehicles, deliveries topped 480,000, and energy storage deployments reached 13.5 GWh. The print does not end the margin debate, but it does keep the stock anchored to real volume rather than pure narrative.

Vehicles produced: 451,758Vehicles delivered: 480,126
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2026-07-01

Electric grid and data center load graphic with demand growth and power bottlenecks
Energy / AI Infrastructure
9 min read

Data Center Power Is Becoming the Real AI Scarcity Asset

The IEA and EIA now describe data centers as one of the biggest drivers of future electricity demand. The scarce input is no longer only GPUs: it is grid capacity, interconnection speed, substation gear, and politically permitted electrons.

Data center electricity: 460 TWh2025 growth: +17%
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2026-06-28

Dark maritime graphic showing tanker risk, oil flow, and a narrow chokepoint lane
Energy
9 min read

Hormuz Risk Premium

The Strait of Hormuz is back at the center of global pricing power. A tanker strike and renewed U.S.-Iran attacks matter less as a one-day headline than as proof that a chokepoint carrying roughly one-fifth of the world's oil can still force freight, insurance, LNG, and inflation to reprice overnight.

Hormuz flow: 20m b/dBypass capacity: 2.6m b/d
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What to expect

Evidence-first notes with a visible point of view.

This section collects sharp takes on earnings, shareholder meetings, and market structure. Each new piece should make the thesis, the facts, and the implications obvious within the first few screens.

Expect direct analysis, not generic commentary.

Expect the data to be explicit and the argument to be easy to follow.

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