Energy

NextEra CEO: we'll build the power for AI, but won't own the data centers

6 takeaways: why a two-year-old demand forecast is already obsolete, the restart of a shuttered nuclear plant for Google, and the one expansion John…

2 hrs ago • Scuttlebutt

CleanSpark chief business officer on AI: "We have approximately 2% market penetration"

7 takeaways: why cost basis decides which Bitcoin miners survive, how a $45M mine beats an $8B AI data center, and why noise complaints are the…

3 hrs ago • Scuttlebutt

"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneck

10 takeaways: Why a 2028 ban on Russian uranium leaves US reactors short, how 1970s interest rates stalled nuclear, and why General Matter chose…

13 hrs ago • Scuttlebutt

Brookfield CEO: AI demand could even decline and supply would still fall far short

9 arguments: Why sovereigns are backing AI data centers in France, Sweden and Qatar, why storage is Brookfield's fastest-growing energy business, and…

Oct 31 • Scuttlebutt

EQT CEO: the Range Resources deal creates America's top gas producer

2 takeaways: the math behind a $13 billion all-stock deal, and why AI demand alone could absorb the combined company's growth

Oct 30 • Scuttlebutt

The Bitcoin-to-AI pivot was the plan all along, says Crusoe CEO

4 takeaways: Why Crusoe modeled itself on Exxon, how flared gas and Bitcoin funded a $31B AI company, and why he only deeply trusts 3-4 people

Oct 30 • Scuttlebutt

"Nobody is pulling back": JLL CEO on data centers, where power is the biggest limit

9 calls: why Generac sees 93% of US homes without backup power, why rates hit Sun Belt apartments hardest, and why D.A. Davidson now slightly prefers…

Oct 29 • Scuttlebutt

China's AI gap with the US has shrunk to 6 months from up to 2 yrs, says ex-Google CEO

9 calls: why the US needs 60 to 80 gigawatts more power by 2031, the "obliteration" technique that strips AI safety limits, and why most of the world…

Oct 28 • Scuttlebutt

6 months ahead of government data, freight shows no AI slowdown, FreightWaves CEO finds

7 calls: why GLP-1 drugs show up in food freight, why housing weighs on 20% of US volume, and why railroads let investors own the AI buildout without AI…

Oct 28 • Scuttlebutt

Resource capex is down 75% after inflation since 2014, Marathon Resource Advisors finds

9 calls: why a short book adds 35 points, why UK North Sea producers yield 15%, why the copper majors are a short, and what gold needs from central…

Oct 25 • Scuttlebutt

$80B Anthropic loss was a convertible-note markdown, RIA Advisors strategist finds

9 calls: a tight band before a break, breadth as a contrarian signal, valuations falling to 19x, a 10-year yield that overshot, and a full exit from…

Oct 25 • Scuttlebutt

Robotics will be 100x bigger than coding agents, says Unconventional AI CEO

13 calls: why US spare power runs out within a few years, why pure software investors are in trouble, and why inference becomes a $10 trillion market…

Oct 25 • Scuttlebutt

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