November 2025 archive

AEP files Oklahoma request for $260M transmission rebuild

AEP transmission rebuild filing American Electric Power (AEP) recently started the formal request process seeking Oklahoma Corporation Commission approval of its proposed $260 million project to improve an electric transmission line from Lawton to west of Ardmore in southern Oklahoma.Additionally, Oklahoma Energy infrastructure expansion remains a core grid modernization focus statewide. At the same time, …

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OGE and CWIP—What will Oklahoma regulators do?

CWIP will face its first major test CWIP…will it stand its first legitimate test with Oklahoma Corporation Commissioners who proclaimed opposition months ago to the very bill in the legislature that allowed it to become law in Oklahoma?Additionally, Oklahoma Energy policy watchers consider this the largest regulatory fight since securitization. CWIP request heads to OCC …

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Oil Prices Hold Steady as OPEC+ Plans Q1 Pause

Oil Prices stabilize as OPEC+ signals strategic supply management Oil Prices held steady on Monday as the market balanced the latest OPEC+ supply increase with the group’s plans to pause output increases in the first quarter of 2026 along with fears of an oil supply glut and weak factory data in Asia. However, markets reacted …

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Mach schedules Q3 results release and investor call

Q3 Results Release for Mach Third quarter financial results for Mach Natural Resources will be released this week. However, the Oklahoma City company plans to make the results known on Thursday, November 6 after the close of trading on the New York Stock Exchange. Therefore, traders will digest the data after market close and react …

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Official—electric co-ops stay away from data centers

  “Now, the rise of AI and its driving need for more data center capacity is turning the electricity supply situation upside down across the United States.”   A former member of the Colorado Public Utilities Commission warned rural electric co-ops should stay away from making contracts to supply power to AI and data centers. …

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Energy Brief: Key U.S. and Global Energy Developments

Energy Brief — U.S. Pennsylvania’s Republican attorney general files charges against a fracking company he says contaminated drinking water in eight counties.However, contamination enforcement fights frequently escalate in shale regions as regulatory scrutiny tightens around fracking contamination claims. Arizona Public Service proposes a new gas plant southwest of Phoenix with a first phase designed to …

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Exxon and Chevon push more oil production

Crude Oil Supply and Investor Concerns Even as investors worry about a world glut of Crude Oil following increased production by OPEDC+ countries and oil prices waver with every new development, big oil leaders, Exxon Mobil, Chevron, and Shell continue to hike their Crude Oil production volume. However, supply growth often pressures benchmarks when macro …

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SPP creates new director role for risk and tariff compliance

New Leadership Move Inside SPP The Southwest Power Pool said it has created a new position, one to direct the grid’s enterprise risk management program and tariff compliance measures.However, market observers often view leadership structure shifts inside SPP as strategic alignment signals because governance scaffolding shapes long-term reliability, cost, and regulatory posture across the footprint. …

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Stardust Power moves forward with Muskogee lithium refinery

  Major Strategic Step for Stardust Power Lithium processor Stardust Power Inc. announced another major step in its plans to turn its Muskogee facility into a major source for battery-grade lithium carbonate.However, incremental progress by Stardust Power shows steady execution discipline through staged development steps rather than speculative accelerated scale signaling.Additionally, anchoring supply inside the …

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Baker Hughes Rig Count shows Oklahoma rigs hold steady

Weekly Snapshot: Baker Hughes Rig Count Despite a loss of 4 rigs nationally, Oklahoma’s count of active oil and gas rigs was unchanged in the past week, according to the latest Baker Hughes Rig Count. However, Oklahoma Energy operators still track weekly changes closely because drilling stability often signals durable upstream discipline. Additionally, rig plateaus …

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