Mark Chediak (@markchediak) header
Mark Chediak (@markchediak) profile picture

Journalist covering renewables, utilities and climate change for @business. @ucbsoj alum. Jayhawk fan. Opinions are my own. Retweets aren't endorsements.

San Francisco
Joined August 2008
Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)Photo by Mark Chediak (@markchediak)
Mark Chediak retweeted
The surge in construction of fossil-fueled power plants to run AI data centers is set to undo 15 years’ worth of greenhouse gas reductions from US electricity generation bloomberg.com/news/newslette…
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.@JaneAFlegal, I’m sorry, but @NRDC’s team of litigators completely agree with @johnpodesta and the threat the permitting bill is to iconic places across the U.S. Here’s why:
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Wow this is interesting 👀. The @WhiteHouse official account is promoting a solar manufacturing facility being developed in Texas after Trump's visit to the state yesterday. Ken Paxton campaign account also promoting
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Mark Chediak retweeted
Two neighbors live less than 2,000 feet apart. One pays up to $500/month for electricity. The other averages $130. One has investor-owned National Grid. The other, a municipal utility. @PopovichN and I dug into America’s widening power-bill divide: bloomberg.com/graphics/2026-…
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Mark Chediak retweeted
Billions of dollars’ worth of contracts predicting oil would fall and the S&P 500 would rise were placed about 15 minutes before Trump announced a U-turn on Iran in a post on Truth Social. CFTC staff began to investigate-- then were told to lay off. bloomberg.com/news/features/…
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Mark Chediak retweeted
CFTC staff analyzing oil trades for insider trading around the U.S.-Iran war were told to retract their referral to the agency's enforcement division | h/t @CGorrivan bloomberg.com/news/features/…
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Mark Chediak retweeted
🚨The Trump administration wants to remand a crucial permit for Orsted’s revolution wind farm off the Rhode Island coast. The DOJ motion made in a legal filing late Friday could threaten a delicate permitting deal with Democrats.
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Mark Chediak retweeted
AI data centers are installing new cooling technology that saves water locally, but their growing electricity use is increasing water consumption at the power plants that feed them bloomberg.com/news/articles/…
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Mark Chediak retweeted
The European Union will cap the import of Chinese hybrid vehicles at 350,000 cars per year, with the safeguard measure taking effect as soon as Dec. 1. bloomberg.com/news/articles/…
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Mark Chediak retweeted
As I indicated in my previous post, the U.S. Treasury confirms the U.S. is lifting sanctions on Russian diesel exports (including into the U.S.) until April 2027.
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Mark Chediak retweeted
Where there's a will, there's a way. Incredible reporting by my colleagues at BN. Oracle Moves Gas by Trucks to Avoid Data Center Power Delays $ORCL blinks.bloomberg.com/news/st…
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The 10-yr just passed 5.3%. If legacy data center $DLR’s $18.6B in debt (ex-pfds) cost 5.3% their annual interest cost would be almost $1B, which would wipeout their LTM Operating Income. Refinancing risk is real for the legacy data centers. $EQIX $CSQR
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Mark Chediak retweeted
“Most Democrats will want to see how things go on Nov. 3 and then do a reality check,” Huffman said. “If we’re on our way to a majority in one or both Houses, it makes no sense to fold our hand when we could wait a few months and have a much better deal early next year.”
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Mark Chediak retweeted
yessssssssssss! Go Fucking Ducks
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Financing the AI buildout will total $10.3 trillion from 2025-2032, or an average of 3.63% of US GDP each year: study. That "would be larger relative to the economy than the major US canal, railroad, electrification, highway, & telecom investment booms" brookings.edu/articles/finan…
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Mark Chediak retweeted
BREAKING: a vote on permitting reform is officially being kicked to the lame duck, a senior Dem aide familiar with negotiations tells me. No vote before election. “The goal here has always been to pass permitting reform, not just to introduce it.”
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Mark Chediak retweeted
We're starting to see some things *ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER
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