@nschwartz42.bsky.social
Power finance reporter at S&P Global Commodity Insights. Posts are my own.
Reposted
What happens to the power sector if the AI bubble pops? I decided it was time to find out: www.spglobal.com/market-intel... 🔌💡
November 24, 2025 at 2:28 PM
Reposted
The datacenter boom in the US is driving up electricity rates, raising concerns about affordability for consumers.

With a forecasted demand surge, experts from a recent panel warned that costs for grid infrastructure may fall on ratepayers: www.spglobal.com/market-intel... 🔌💡
June 4, 2025 at 6:22 PM