EU wind and solar generated more than gas for the first time. Source: Annual electricity data, Ember Summary:  Is oil and gas exploration returning to Europe's agenda? In the short term (2024–2026), we will see targeted project revival driven by energy security logic. However, in the medium term (toward 2030) and beyond, this trend will collide with the overriding force of the EU Green Deal, the exponential growth of renewables, and tightening financial constraints. The futur

Saudi Arabia's New Energy Export Summary:  The next EPC super-cycle is about AI: Saudi Arabia is betting on cheap power ($0.01/kWh), land, and state will to become a global AI hub and exporter of compute. The time for giga-projects is now. The driver of the next infrastructure wave won't be molecules or electrons—it will be  algorithms . Saudi Arabia isn't just adopting AI; it's executing a sovereign strategy to pivot its entire economic export model  from barrels of oil to t