Energy
Bigger Pie Forum highlights how abundant and affordable power help fuel growth and prosperity. BPF is engaged in the regulatory oversight of electric utilities and aims to promote common sense solutions rooted in free-market economic principles.
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Energy Wars: Attack of the Drones
Kinetic combat across the planet is a key feature of 2026. The action has centered around energy and some of the world’s great oil and gas fields. The zig zagging price of crude oil is a constant headline, a reminder of the central role that fossil fuels still play in AI’s 21st century economy. Upcoming mid-term elections also matter.
Blockades, Bottlenecks and Bullet Proof Stocks
The 2nd Quarter did not disappoint for drama or trauma. On 13 April the U.S. initiated a three Carrier Strike Force blockade of the Iranian blockade of the Strait of Hormuz. Less than two months later, the U.S. began on again off again ceasefires which continue still. All that sound and fury did little to deter the stock market which with Kevlar flair rallied 16% to its best quarterly gain in 6 years. Why? Big time earnings, that’s why.
Hoist on Your Own Petard
Hoist on your own petard — an unpleasant surprise. A bomb that goes off in your hand. A screen pass that turns into a pick six. A developer’s fantasy that puts Entergy in a bind of its own making.
The Fog of Peace Making
Two plus months into the war with Iran and the fog of war is becoming the fog of peacemaking. What was a shoot-out has become a stand-off. The key terrain feature remains the Strait of Hormuz. It is the key to this conflict in much the same way that Vicksburg was to the Civil War.
Off the Grid Puts Someone on the Hook
Mississippi has now seen the data center problem from three vantage points. From one end, Amazon cut a sweetheart deal — SB 2001 — that handed it access to Entergy’s grid while keeping the contracts secret from the ratepayers who will subsidize it.
The Strait Jacket of Hormuz
For fifty years Pentagon planners, whose job it is to analyze risk and threats around the globe, have concluded year after year that the closure of the Strait of Hormuz is the worst possible scenario to confront – but it never happened – until now! The world is now witnessing firsthand what scared the military analysts.