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AI Data Centers Are Driving a Historic Surge in U.S. Electricity Demand

AI Data Centers Are Driving a Historic Surge in U.S. Electricity Demand

by David Rewcastle | May 19, 2026 | economy

I have spent more than 30 years analyzing energy markets from Darien, Connecticut. In that time, I have watched oil price shocks reshape geopolitics, lived through the shale revolution, tracked the rise of renewables, and followed the slow grind of the energy...
Why the Smartest Money in 2026 Is Looking Beyond the S&P 500’s Biggest Names

Why the Smartest Money in 2026 Is Looking Beyond the S&P 500’s Biggest Names

by David Rewcastle | May 2, 2026 | economy

Everyone loves a winner. And for the past few years, a handful of mega cap technology companies have been the only winners that mattered on Wall Street. That story is starting to change. I spend my days analyzing equity and fixed income markets from Darien,...
The Unseen Bottlenecks in the Critical Minerals Supply Chain for the Energy Transition

The Unseen Bottlenecks in the Critical Minerals Supply Chain for the Energy Transition

by David Rewcastle | May 6, 2025 | economy

The headlines today shout about falling oil demand. That’s not wrong. But it’s not the whole story. While investors and policymakers focus on the shift to clean energy, they often miss a key piece. The supply of critical minerals needed to power that transition...
Navigating the Energy Transition: Risks and Rewards for Investors

Navigating the Energy Transition: Risks and Rewards for Investors

by David Rewcastle | Apr 17, 2024 | economy

The global shift from traditional energy sources like oil and coal to renewable energy presents a complex landscape for investors. As nations and corporations align with the Paris Agreement’s objectives to mitigate climate change impacts, significant investment...
Understanding U.S. Crude Inventory Through Charts

Understanding U.S. Crude Inventory Through Charts

by David Rewcastle | Mar 1, 2023 | economy

Chart analysis can give you a deeper comprehension of U.S. crude inventory fluctuations and the factors causing them. Gain an understanding of the key indicators used to analyze inventory data, their significance, and how to interpret information presented on an...
Biotechnology and the Impact on Global Energy Markets 

Biotechnology and the Impact on Global Energy Markets 

by David Rewcastle | Feb 18, 2023 | economy

Biotechnology is rapidly transforming energy markets across the world and influencing energy prices.  This article provides an in-depth look at how biotechnology affects energy costs, including advantages, disadvantages, and potential regulatory policies for...
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About

David B. Rewcastle is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies.

  • David Rewcastle
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