Trainwreck ensuing: Data centers facing $800 bn revenue shortfall, not to mention 50GW energy shortfall. Can circle jerk money into existence, but gigawatts a little more difficult.
The elephant in the room:
Alphabet, Amazon, Meta, Microsoft, and OpenAI alone have announced $800 BILLION in commitments for new data centers in 2025.
Meanwhile, electricity prices are up +35% since 2022.
With nuclear power 10+ years away, how will we meet electricity demand? https://t.co/UB9XqT9Mj4 pic.twitter.com/NX6EUhAz9t
— The Kobeissi Letter (@KobeissiLetter) October 9, 2025
The increasing cost of retail electricity in a number of states is ugly. https://t.co/xDm4HBEJKt pic.twitter.com/af15uaz3UN
— Christine Guerrero (@SheDrills) October 5, 2025
Narrative: peak oil demand
Reality:
US oil demand is growing https://t.co/DQEcvOpYf2— Josh Young (@Josh_Young_1) October 8, 2025
Total inventories of crude and refined product is on the low side.
Oil output from the #Bakken, the second-largest US shale field, is showing signs of a slowdown as flows on a key pipeline out of the region decline.
The Dakota Access Pipeline — running from the Bakken in North Dakota to a crude terminal in Illinois — carried about 542,000…
— Giovanni Staunovo🛢 (@staunovo) September 12, 2025
We can’t let those blackrock owned data centers slow down https://t.co/bHeNexXLlD
— Darth Powell (@VladTheInflator) October 5, 2025
Orders for turbines for natural gas power plants are vastly outpacing supply, threatening the world’s ability to keep pace with rising electricity demand.
This post came at the perfect time! Thank you 🙏
Data centers is one big swindle, mostly a fraud, and will be sucking up energy like never before. Leaving the rest of us with nothing, or with much,much higher elec bills. Lots of big beautiful buildings with blinking lights pretending to be doing something important.