Reading up on energy-markets
2 deep · digging since mar 11
- Power 2026 by Neel Somani - Electricity Pricing in the Age of AI
The primer explains how data center power demand from AI is straining the US grid, details power plant economics and marginal pricing, and outlines the development process using Homer City as a case study.
- America Is an Oil Exporter. Why Does a Mideast War Raise U.S. Gas Prices? - The New York Times
Despite being a net oil exporter, U.S. gasoline prices remain tied to global crude benchmarks because domestic refiners need imported heavy oil.