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Energy Information Administration

US federal agency that collects and publishes independent data, analysis, and forecasts on energy production, consumption, and prices.

Known aliases

  • Energy Information Administration

Current stories

investConfirmed2 publishers

Record refining margins have pushed the US diesel average to $6.53 a gallon

Record diesel crack spreads on top of expensive crude have taken the US pump price to an all-time high. Senator Chuck Grassley wants President Trump to ban the exports, which are also at a record.

Perspective Coverage

3 publishers
Builder
Builder 7%
Operator
Operator 22%
Investor
Investor 71%

Reality

Evidence68
Adoption76
Hype gap+18
Incentives52
Confidence64
investOne report1 publisher

Ninepoint charges 65 basis points for an actively managed bet on US-Canada energy integration

ENRG began trading on NYSE Arca on September 22 holding 25 to 50 names. The rising data-center electricity demand behind the pitch reaches that book through uranium, copper and pipeline tolls. Two-thirds of its oil and gas producers are American.

Reality

Evidence57
Adoption22
Hype gap+18
Incentives72
Confidence42
investOne report1 publisher

The Ratepayer Protection Act would hand the data center grid-cost decision to the states

A bipartisan bill that could reach the House floor this week would let states make data centers above 100 megawatts fund their own grid, and each state would decide whether to use that authority.

Reality

Evidence38
Adoption15
Hype gap+35
Incentives55
Confidence42
investOne report1 publisher

Shut-in Middle East production hit 6.7 million barrels a day in the month crude retook $100

The International Energy Agency expects a demand shock this year comparable to the pandemic's, and traders are pricing supply anyway, because the missing barrels show up in inventories while the missing demand shows up only in forecasts.

Publishers:en.sedaily.com

Reality

Evidence42
Adoption38
Hype gap+20
Incentives66
Confidence45
investOne report1 publisher

Local opposition stalled 75 data centers worth $130 billion in a single quarter

The blocking is happening at a level federal permitting reform cannot reach, which is why the White House is now arguing with voters rather than regulators, and why on-site generation is becoming the price of consent.

Reality

Evidence45
Adoption66
Hype gap+12
Incentives72
Confidence46
buildOne report1 publisher

A calutron in Dallas hit 15.38% U-235. The step it might delete matters more.

Actinide's accredited assay is real and very small. The claim worth testing is that a direct-to-solid separator removes the deconversion step America never built.

Publishers:runtimewire.com

Reality

Evidence40
Adoption12
Hype gap+40
Incentives80
Confidence38
investOne report1 publisher

Governors, Not GPUs, Are Becoming the Binding Constraint on the AI Buildout

Chamath Palihapitiya says the state-level revolt against AI data centers could cost 200 to 300 basis points of annual US GDP. The permitting risk is now bipartisan.

Reality

Evidence32
Adoption58
Hype gap+42
Incentives74
Confidence33
investOne report1 publisher

The NRSC just told AI firms their data centers are a losing issue

A private Republican memo blames data-center backlash for Jon Husted's trouble in Ohio. The warning inside it is about approvals everywhere, which makes it a cost line, not a talking point.

Reality

Evidence32
Adoption41
Hype gap+24
Incentives74
Confidence38
investOne report1 publisher

Behind-the-meter gas is the data center buildout's real cost: 318 Mt a year

BloombergNEF tracks 99 on-site gas plants totalling 126 gigawatts. Run at normal rates they would add about a fifth to US power sector emissions, with no utility or grid operator vote.

Publishers:fortune.com

Reality

Evidence58
Adoption38
Hype gap+18
Incentives55
Confidence52