Axios

X-energy, a startup developing small modular reactors (SMRs), sees an attractive market in slaking the energy thirst of the rapidly unfolding artificial intelligence boom.

Why it matters: The company's ambitions underscore AI's role as an emerging demand source — and atomic power's unique but underdeveloped position as one of world's carbon-free energy sources.

Exxon and its Chinese partner in Guyana may try and exercise their ability to obtain Hess' stake in a massive offshore field there.

Why it matters: There's suddenly a dash of uncertainty around Chevron's blockbuster $53 billion deal to acquire Hess, a company coveted partly for its Guyana holdings.

One new lawsuit and one new essay signal intensifying battles over energy demand from artificial intelligence and crypto-currency mining.

Why it matters: Both technologies demand electricity-thirsty computing at a time when the world is already failing to steeply cut emissions.

Qatari officials unveiled plans to further expand its liquefied natural gas export capacity — something that's become a politically charged topic in the United States.

Why it matters: The announcement Sunday is a bet on robust long-term demand driven by Asia.

Rivian and Lucid are both getting punished in the market.

Why it matters: It's tough out there for pure-play electric vehicle companies, even buzzy ones with well-received models, as they churn through cash.