Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How AI Data Centers Are Reshaping Natural Gas Demand
The US power grid is facing an unexpected surge in electricity demand from AI data centers, and natural gas is filling the gap. With Henry Hub natural gas prices at $2.83 per MMBtu as of July 13, 2026—up from $2.73 a week earlier—the fuel is becoming the go-to bridge for tech companies racing to build compute capacity. Lucas and Luna unpack how a single 500-megawatt data center can consume as much power as a small steel mill, why the renewables build-out can't keep up, and what this means for utility stocks like NextEra Energy (NEE) and the broader energy mix. They also explore the…
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