Reporter writing about renewables, utilities and climate change for @business. @ucbsoj alum. Jayhawk fan. Opinions are my own. Retweets aren't endorsements.

San Francisco
Joined August 2008
Mark Chediak retweeted
Two neighbors live less than 2,000 feet apart. One pays up to $500/month for electricity. The other averages $130. One has investor-owned National Grid. The other, a municipal utility. @PopovichN and I dug into America’s widening power-bill divide: bloomberg.com/graphics/2026-…
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Mark Chediak retweeted
Billions of dollars’ worth of contracts predicting oil would fall and the S&P 500 would rise were placed about 15 minutes before Trump announced a U-turn on Iran in a post on Truth Social. CFTC staff began to investigate-- then were told to lay off. bloomberg.com/news/features/…
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Mark Chediak retweeted
CFTC staff analyzing oil trades for insider trading around the U.S.-Iran war were told to retract their referral to the agency's enforcement division | h/t @CGorrivan bloomberg.com/news/features/…
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Mark Chediak retweeted
🚨The Trump administration wants to remand a crucial permit for Orsted’s revolution wind farm off the Rhode Island coast. The DOJ motion made in a legal filing late Friday could threaten a delicate permitting deal with Democrats.
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Mark Chediak retweeted
AI data centers are installing new cooling technology that saves water locally, but their growing electricity use is increasing water consumption at the power plants that feed them bloomberg.com/news/articles/…
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Mark Chediak retweeted
The European Union will cap the import of Chinese hybrid vehicles at 350,000 cars per year, with the safeguard measure taking effect as soon as Dec. 1. bloomberg.com/news/articles/…
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Mark Chediak retweeted
As I indicated in my previous post, the U.S. Treasury confirms the U.S. is lifting sanctions on Russian diesel exports (including into the U.S.) until April 2027.
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Mark Chediak retweeted
Where there's a will, there's a way. Incredible reporting by my colleagues at BN. Oracle Moves Gas by Trucks to Avoid Data Center Power Delays $ORCL blinks.bloomberg.com/news/st…
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The 10-yr just passed 5.3%. If legacy data center $DLR’s $18.6B in debt (ex-pfds) cost 5.3% their annual interest cost would be almost $1B, which would wipeout their LTM Operating Income. Refinancing risk is real for the legacy data centers. $EQIX $CSQR
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Mark Chediak retweeted
“Most Democrats will want to see how things go on Nov. 3 and then do a reality check,” Huffman said. “If we’re on our way to a majority in one or both Houses, it makes no sense to fold our hand when we could wait a few months and have a much better deal early next year.”
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Mark Chediak retweeted
yessssssssssss! Go Fucking Ducks
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Financing the AI buildout will total $10.3 trillion from 2025-2032, or an average of 3.63% of US GDP each year: study. That "would be larger relative to the economy than the major US canal, railroad, electrification, highway, & telecom investment booms" brookings.edu/articles/finan…
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Mark Chediak retweeted
BREAKING: a vote on permitting reform is officially being kicked to the lame duck, a senior Dem aide familiar with negotiations tells me. No vote before election. “The goal here has always been to pass permitting reform, not just to introduce it.”
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Mark Chediak retweeted
We're starting to see some things *ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER
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Mark Chediak retweeted
Chiefs get all the calls
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Mark Chediak retweeted
HUGE from @BenBartenstein @k3blu3: Inside the US ‘Kill Chain’ That Destroyed an Iranian School Pentagon investigators discovered that flawed intel, outdated imagery & overreliance on AI contributed to a missile strike that killed 123 children in Minab 🎁 bloomberg.com/graphics/2026-…
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Mark Chediak retweeted
Today, @Google @NVIDIA @EmeraldAI_ are launching the AI Energy Management Alliance (AEMA), joined by @AnthropicAI, @TheAESCorp, @ConstellationEG, @GenerateCapital, @NationalGrid, @NRGenergy, and a dozen other industry partners. Our shared mission: modernize power system planning and operations for the 21st century to unlock the full potential of flexible data centers, enabling digital infrastructure to actively enhance system utilization, affordability, and reliability. Instead of waiting 5-7+ years for traditional system upgrades, multiple studies have found that reducing net grid withdrawal for less than 100 hours per year can unlock dozens of gigawatts of capacity, via compute flexibility, storage, or generation. At Google, we’ve proven this model by integrating 1 gigawatt of demand response capacity nationwide. To advance this mission, two new Google-commissioned reports are being released today that map actionable pathways forward: 1) @TheBrattleGroup: "Solutions for Timely Interconnection of Large Loads: Enabling Non-Firm Transmission Service," providing a technical blueprint to turn recent bipartisan direction from @FERC into operational reality. 2) @AuroraER_Oxford: "Curtailment Mitigation for Provisional Controllable Load Resources: Modeling the Effects of Front-of-Meter Netting," modeling flexible data centers in @ERCOT_ISO paired with front-of-meter resources. With thanks to AEMA's additional launch partners, @ADI_News, @CalibrantEnergy, @CamusEnergy, @ClearPathFound, @fluenceenergy, @GridUnity, PassKey, RWE, Splight, @verrusdata, and @voltusinc.
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Mark Chediak retweeted
Mortgage rates are also spiking. Not just diesel, the 10-year, the 30-year, the federal debt, the deficit, fertilizer, etc.
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Axios: Ex-Anthropic researcher Jacob Coxon, Sen. Bernie Sanders (I-Vt.) and former Trump White House adviser Steve Bannon will join forces at an event on Tuesday to push for human-controlled AI.
Readers added context they thought people might want to know
Jacob Coxon stated he was invited to the event but did not agree to go. x.com/hilbertspaess/… axios.com/2026/09/14/cox…
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Mark Chediak retweeted
BREAKING: Saudi Arabia has now confirmed it shut down its East-West oil pipeline following “multiple attacks” on Thursday. Riyadh has not provided a timeline for when the conduit would be operational again. The attacks resulted in a “number” of injuries.
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