By Paul Sankey
Published on July 19, 2025 at 7:50 PM
On Tuesday of this week (July 22nd 2025), the highly anticipated results of the capacity auction for the largest regulated publicly traded electricity market in the world, the PJM (Pennsylvania, New Jersey, Maryland) power system will be announced. PJM serves 65 million people with approximately 185 GW of installed capacity and a peak demand of around 153 GW, but more crucially, is the largest data center market in the world. “Think Pentagon” as we say …
Read More
By Paul Sankey
Published on October 27, 2024 at 11:33 AM
Good day from Malaga, Huge rainstorms were welcomed by locals last night here in Southern Spain. We return to London tomorrow. Later today, in his weekly model portfolio update, Greg will review what happened in oil earnings and our model portfolio last week, and the huge week ahead for oil and wider market earnings reports. His book continues to perform very well, and even if his investing process may not match yours, it is highly …
Read More
By Paul Sankey
Published on September 27, 2024 at 10:36 AM
Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …
Read More
