The #Iran war isn't just an oil story—it's a massive stress test for the #GreenEnergy supply chain. As I discussed on Iraqi TV, the minerals are trapped on the same maritime corridors as oil. @BayraqFaisal @ahad_en forbes.com/sites/kensilverst…

The AI boom is here, but why are the deals secret? From hidden water use to gag orders on local officials, big tech's data center expansion is bypassing public scrutiny. My piece: bostonherald.com/2026/10/17/…

With the Strait of Hormuz largely shut down and Brent crude trading near $105/barrel, Central Asia is emerging as the world's ultimate detour for energy. My piece in Forbes and Yahoo Finance: forbes.com/sites/kensilverst…

Trump just announced a Russian diesel deal after blaming Ukraine’s refinery strikes for spiking fuel prices. But are those strikes actually to blame, or are the missing barrels tied to the conflict around the Strait of Hormuz? forbes.com/sites/kensilverst…

Google's 890-MW deal with Constellation proves the fastest megawatt is the one you already own, helping states w existing nuke plants. States without reactors (like Colorado) are keeping retired coal alive as grid watches warn of shortfalls. forbes.com/sites/kensilverst…

Data centers are straining grids everywhere—but what if they could heat entire cities instead of wasting power? My new Forbes report explores how Helsinki and developer OnZero are turning AI waste heat to warm 70,000 homes: forbes.com/sites/kensilverst…

Can home heat pumps and batteries solve Big Tech's grid squeeze? My Forbes story explores how Google is funding PG&E's SHARE program to test virtual power plants in California--not just building new transmission lines. forbes.com/sites/kensilverst…

While U.S. towns fight data centers for straining the grid, a new Rockefeller Foundation-backed initiative called the Emergent Grid is testing whether modular computing can bring affordable power to rural Africa. forbes.com/sites/kensilverst…

Commentary: The two-year waitlist to power modern life. My latest column in the Chas, SC Post/Courier. postandcourier.com/opinion/c… via @postandcourier

Sovereign wealth funds across the Gulf are deploying oil-era capital into copper, lithium, cobalt, and rare earths to secure their post-oil future. Could be an end-around China. forbes.com/sites/kensilverst…

Appreciate the Economic Times for the profile and for highlighting the threads connecting energy, geopolitics, and technology. Always good to see these conversations reach new audiences... ecoti.in/9lDbda via @ETPanache

Nepal’s catastrophic flood wasn’t an isolated event — it was a warning the world had already received. My latest for Forbes, also picked up by Yahoo and its multiple international editions. forbes.com/sites/kensilverst…

U.S. natural gas has two deep-pocketed buyers: foreign #LNG contracts and domestic AI data centers. The catch? Long-term LNG holds legal priority. AI hyperscalers are fighting over newly piped capacity. forbes.com/sites/kensilverst… thx yahoo finance, singapore

You’ve been given free access to this story from The Economist as a gift. You can open the link five times within seven days. After that it will expire. Europe cannot protect Russia from itself economist.com/by-invitation/… (I like this op-ed by Poland's foreign minister)

NOAA quietly published the first federal application in 30+ yrs to mine battery metals off the Pacific Ocean floor. 1.6B metric tons of nickel & cobalt. Bypassing the UN/ISA. Angry responses fr China & France. forbes.com/sites/kensilverst…

Can $300k checks solve a $2.4T infrastructure problem? 🧵Exelon’s 2c2i program shows how utility-backed climate grants/equity can punch way above their weight. The latest portfolio addition: Buckstop. forbes.com/sites/kensilverst…