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Pro tip for exhibitors: situate rows of multi-socket power extensions around your stand at conferences. Guaranteed footfall. You can have that one for free.

AI is driving large increase in carbon emissions from tech sector. A trend which will likely accelerate, despite efforts to invest in clean power, given (i) rate of AI adoption exceeds clean power deployment and (ii) lead times in network build out. buff.ly/iWLWDTY

In the US, two Republican Senators are pushing for the introduction of a carbon border tax - and there are reasons to believe President Trump could look on it favourably in the context of his wider import tariff framework: buff.ly/b8x09Of

For all the discussion, new oil discoveries are not coming through in the volumes needed to keep prices low. A bull case here for higher oil prices, even in a world where demand peaks: buff.ly/f5dzs9A

Back at Future of Utilities today. Really interesting talk from Jade Lambert on the challenges market wide half hourly settlement presents for energy suppliers - but also on the huge opportunities it brings. A very under discussed topic today, worthy of more attention.

Yesterday Chancellor Rachel Reeves set out the government's spending commitments until the next election. Despite earlier reports , energy was one of the big winners. I wrote a summary of what you need to know here via another platform. buff.ly/1uHYrJ1

AI is of course a large new source of energy demand, but it also gives us a powerful tool with which to address our large energy problems - including accelerating the transition to clean energy. Some excellent use cases here getting government support 👇 buff.ly/N1Y4EY8

The collapse of the AMOC ocean current in some climate models feels a bit niche but the impacts if it happens on N.Europe would be profound. New study suggests UK sea ice and 1-in-10 winters of -20C, even with global warming 🥶 buff.ly/iMXdkOR

Investment fund bosses, on average, are still allocating money to energy companies whose capital expenditure favors high-carbon activities according to new BNEF research buff.ly/i6OmPuy

US electricity demand is projected to grow more than 3%/year between now and 2040 - and it isn't just data centres. Source, McKinsey

Does anyone know the winners and losers at $80 oil? Asking for a friend.

A good write up of the energy market implications from the Israel / Iran conflict. TL;DR the fall-out on markets is contained for now but it's not hard to see how escalation could cause problems for Western economies, i.e. inflation, interest rates etc. buff.ly/9Zzicd5

An interesting proposal for better carbon accounting - one which tracks full lifecycle emissions through the entire supply chain. More here 👇 buff.ly/RALcg9U

Constraint costs (i.e. money paid to generators to turn off because the grid cannot handle their supply) rose 10% to £2.7bn last year, according to NESO. That reform is needed remains a topic on which pretty much everyone agrees. buff.ly/MUp8sFM

We can expect net zero and the clean energy policies underpinning it to be front and centre in the next election. If history tells us anything it is that the debate is unlikely to be well-informed. We absolutely must take steps to engage customers now. buff.ly/qct6YHx

I would argue that small modular reactors are more in line with the founding statement of GB Energy than solar and wind. In this respect, and to the extent we want nuclear in our future system, reallocating this money is a good idea. buff.ly/ko7tXVz