There is no 'Energy Transition' taking place. Instead, what is taking place is the most massive addition of energy in all its forms in the history of mankind. Learn all about this energy addition and the public policies that drive it here.
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blackmon.substack.comLatest Issues
A Message For Datacenter Developers: Get Your Act Together, Pronto
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Yesterday, this post appeared on X describing a situation in which public utility Georgia Power is preparing to exercise eminent domain to condemn at least thirty homes which find themselves in the way of a big datacenter dev...
Markets Priced In Oil Shock, But More Pain Is Still to Come
Shipping through the Strait of Hormuz has been at a virtual standstill for two months now.
Shipping through the Strait of Hormuz has been at a virtual standstill for two months now. In response, oil prices spiked, tanker rates skyrocketed,...
5 Big Energy Stories - 5.12.2026: Trump/Xi Summit, Datacenter Wars, No Deal in Iran
Aramco Sees Oil Market Losing 100 Million Barrels a Week if Hormuz Remains Closed - Solid analysis here from Giulia Petroni at the WSJ on remarks by Aramco CEO Amin Nasser.
Aramco Sees Oil Market Losing 100 Million Barrels a Week if Hormuz...
The Energy Realities Podcast - 5.12.2026: UK Elections Take Center Stage as Iran Deal Remains a No-Go
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One thing you can say about this energy news cycle is that there is no shortage of topics, so the Energy Realities Team of David Blackmon, Irina Slav, Dr. Tammy Nemeth, and Stu Turley is bringing the biggest news stories of t...
Aramco CEO’s Bombshell Warning Exposes the Fragile State of Global Energy Markets
Saudi Aramco CEO Amin Nasser didn’t mince words during the company’s first-quarter earnings call on Monday.
Saudi Aramco CEO Amin Nasser didn’t mince words during the company’s first-quarter earnings call on Monday. The ongoing closure of...
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40 year veteran of the oil and gas industry. Long-time writer on energy issues. Widely recognized subject matter expert on energy. Contributor at Forbes.com, The Daily Caller, World Oil Magazine and The Petroleum Economist.
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