Oracle and Bloom Energy Bet 2.8 GW on Fuel Cells for AI
Oracle and Bloom Energy are expanding their strategic partnership to deploy 2.8 GW of on-site fuel cell power for AI data centers, sending Oracle stock up 12.7%.
Energy & Commodities
Energy and commodity market coverage, including oil, natural gas and metals. Explore supply, demand and price developments alongside explanations of how commodity markets work. Find your way around ECMSource.
Oil at $100, Credit Markets on Watch: What Corporate Bonds Reveal
WTI crude surged above $100 after Iran ceasefire talks collapsed. Here is what corporate bond spreads reveal that equity markets may be missing.
Why AI Data Centers Are Fueling the Nuclear Energy Revival
AI’s voracious electricity appetite is breathing new life into nuclear power. Here’s how data centers are reshaping the nuclear investment landscape in 2026.
Brent Crude at $120: Implications for Inflation and the Fed
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.