US gas-fired power generation has been steadily marching higher -- for decades now. We think emergent demand from AI & data centers could reinforce this trend. Make sure to check out our research highlighting the intersection of AI & energy-demand. #gas #ongt #eft

AI Data-Center Hunger Set to Push Copper Demand Above Trend blinks.bloomberg.com/news/stories/s… Make sure to check out our latest note on the impact that AI and data centers could have on commodities (and energy). Learn more by visiting BI<GO> on Bloomberg Terminal #AI #AGI #LLMs #Copper

👇Full replay of our latest Bloomberg Intelligence #energy exchange featuring research and analysis from Will Hares Salih Yilmaz & others from the BI team. #OOTT #ONGT #EFT #Energy #EnergyTransition #ESG youtu.be/_N_kOuLlY7E

RIN balances are tighter than renewable-diesel margins show. Today we released a focus idea with a 2.0 version of our supply and demand calculator. It suggests margins may rise to $1.25 a gallon with RIN price support. 🧵on details: #OOTT #OOAT #EFT #OOCT

The price of crude that Saudi Arabia is comfortable durably defending is increasingly the single most important question for the next decade of the oil market.

Slowly at first, then all at once. Pretty remarkable and rapid transition away from coal power in Alberta over the past 8 years.

Big oil discoveries beneath the Atlantic Ocean off the coast of Namibia are causing a frenzy bloomberg.com/news/articles/… via Bloomberg Markets

Trump pledged to “drill baby drill” and therefore achieve a big decline in prices. Can’t fact-check a prediction, but some context: the US under Biden is now producing more crude oil than any country in world history has ever produced. eia.gov/todayinenergy/…

Hey Friends -- Here's a pretty cool example of what I mean when I say Bloomberg Intelligence does "real time research." Make sure to check out our report on the prospect of a Kamala Harris presidency that was lead by Nathan Dean and Andrew Silverman. Of course; my colleagues

The very smart Nick Hallmark is tracking satellite images to gauge Mideast war intensity The quick takeaway: the Middle East is on fire

The roll out of AI is driving power demand growth at a break neck speeds as seen by the potential reopening of Three Mile Island. Will this mark the start of a nuclear power renaissance? Join us next Wednesday at 10 am NY/ 3 pm London. Speakers will include Rob Barnett and

How will the US election sway #energy markets? Check out our analysis from Will Hares Nathan Dean Alessio Mastrandrea Patricio Alvarez Salih Yilmaz and the rest of the energy team Bloomberg Intelligence blinks.bloomberg.com/news/stories/s…

Nuclear power and AI have been all over the headlines recently -- e.g. Google's deal with Kairos Power; Amazon's deal with X-Energy; Microsoft's deal with Constellation Energy to restart one of the reactors at its Three Mile Island! Tomorrow, Patricio Alvarez be going deep on the

Company performance explained: Guyana Not Guyana Not Guyana Not Guyana Not Guyana

Aramco's free cash generation in 3Q was solid at $22b (up sequentially and yoy) This is despite softer market conditions (lower oil, output stuck at 9 mmbpd due to OPEC+ cuts, normalizing ref margins) But, FCF was still lower than the $31b quarterly dividend 1/ #OOTT #Aramco

Gatwick airport has been fully evacuated due to a security incident. No trains operating either #gatwick

Always fun to see the 50 companies to watch -- hand selected by Bloomberg Intelligence analysts. This year's list includes OMV from Salih Yilmaz, RWE from Patricio Alvarez & Subsea 7 from Will Hares! $OMV $RWE $SUBC bloomberg.com/features/compa…

Hey Friends -- Make sure to check out our new Deep Dive on how the incoming Trump administration could affect markets in 2025: blinks.bloomberg.com/news/stories/S… [$] The report covers a lot of ground and was led by Nathan Dean with contributions from Will Hares, yours truly, and others

Tariffs are shaking energy markets in all sorts of ways. +There's a potential oil demand hit says Salih Yilmaz +First Solar and other solar suppliers could see margins dip due to supply-chain exposure in places like Vietnam, Malaysia, etc. Stay up to speed by visiting BI<GO> on

Twenty years ago shale rewrote the oil playbook; now AI is set to rewrite the electric one. Explore how data-hungry models, surging compute needs and grid bottlenecks are shaping the next multibillion-dollar upheaval in global energy markets. #Energy #EFT #AI #AIEnergy