June 19, 2026

Topics: Semafor

 

Fast-tracked off-grid power plants are fueling the AI data center boom with little public scrutiny, raising transparency and pollution concerns. The administration writes another billion-dollar payout to cancel offshore wind leases, shifting capital to gas. The cleantech IPO market rebounds, led by energy, nuclear, and geothermal. FERC approves PJM's expedited interconnection track for large shovel-ready projects. Guest Tim McDonald of Semafor breaks down the Strait of Hormuz settlement, Iran's energy leverage, and what it means for gasoline prices ahead of the midterms.

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