AI Power, Gas Demand, CCS Mandates & Setting Goals
The Week That Was: August 24-31, 2025
NOTE: โThe Week That Wasโ is a recap of ideas shared over the last seven days.
What got my attention in ๐๐๐ ๐๐๐๐ ๐๐๐๐ฉ ๐๐๐จ?
Iโm back from paternity leave and excited to start writing On Energy again. Going forward, youโll see a mix of postsโnot only on energy strategy and markets, but also occasional reflections on leadership and growth.
The past weekโs themes highlight how fast-moving shifts in technology, policy, and strategy are reshaping both energy markets and leadership approaches:
A point worth repeating: ๐ฌ๐๐๐ก๐ ๐ผ๐ ๐ฅ๐ค๐ฌ๐๐ง ๐๐๐ข๐๐ฃ๐ ๐๐ง๐ค๐ฌ๐ฉ๐ ๐๐จ ๐๐ง๐๐ซ๐๐ฃ๐ ๐ค๐ซ๐๐ง๐๐ก๐ก ๐ฅ๐ค๐ฌ๐๐ง ๐๐๐ข๐๐ฃ๐ ๐๐ฃ๐ ๐๐ฃ๐ฉ๐๐ฃ๐จ๐ ๐๐ฃ๐ฉ๐๐ง๐๐จ๐ฉ ๐๐๐จ ๐๐๐ง๐๐ ๐๐๐ฃ๐๐ง๐๐ฉ๐๐ค๐ฃ ๐๐จ๐จ๐๐ฉ๐จ, ๐ฉ๐๐๐ฉ ๐๐ค๐๐จ ๐ฃ๐ค๐ฉ ๐ฃ๐๐๐๐จ๐จ๐๐ง๐๐ก๐ฎ ๐ฉ๐ง๐๐ฃ๐จ๐ก๐๐ฉ๐ ๐๐ฃ๐ฉ๐ค ๐ง๐๐จ๐๐ฃ๐ ๐๐๐จ ๐๐ค๐ฃ๐จ๐ช๐ข๐ฅ๐ฉ๐๐ค๐ฃ ๐๐ง๐ค๐ข ๐ฉ๐๐ ๐ฅ๐ค๐ฌ๐๐ง ๐จ๐๐๐ฉ๐ค๐ง.
In this weekโs Coffee Chats on Energy, Graham Bain and I explored how AI, capital, and policy are reshaping energyโfrom Wyomingโs 1.8 GW data center and CCS mandate to DOEโs push on SMRs and nuclear repowering, the scale and politics of Summit Carbon Solutions, and AIโs evolution from novelty to a true workflow tool.
Success comes from setting clear goals, writing them down, and reviewing them regularly across three key areasโpersonal/family, business/financial, and self-development.
๐ช๐ต๐ฎ๐ ๐๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐บ๐ผ๐๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐๐๐ผ๐ฟ๐ถ๐ฒ๐, ๐ถ๐ฑ๐ฒ๐ฎ๐ ๐ฎ๐ป๐ฑ ๐ฏ๐ฒ๐๐ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐๐ผ๐ ๐๐ฎ๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ? Please share in the comments for all of us!
Have a great week!
The Paradox of Record Gas Demand
A handful of recent charts from the EIA help illustrate a few points worth repeating. Specifically, while AI power demand growth is driving overall power demand and intense interest gas fired generation assets, that does not necessarily translate into rising gas consumption from the power sector