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July 14, 2026

CAISO solar generation exceeded natural gas output for the first five months of 2026, while silicon spin qubit hardware results from EeroQ, imec, and Diraq confirm CMOS-compatible quantum platforms are leaving the lab.

The day's read · Automated read, not yet reviewed by a human

108 tracked items · 3 desks

The day's read

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Operator brief

  1. CMOS-native quantum hardware is producing peer-reviewed results.

    [rising] EeroQ's Physical Review Applied paper on CMOS-controlled electron shuttling on superfluid helium and the imec/Diraq 8-qubit silicon spin array on a standard CMOS process both appeared in this collection. A third arXiv paper formalizes the operating-temperature design space for industry-compatible silicon spin qubits. The message across all three: foundry-native quantum hardware is past concept and into experimental-validation phase.

  2. AI factory buildouts are now explicitly gated by grid-scale power.

    [blocker] NAVER (starting at 55 MW, targeting gigawatt scale) and SK Telecom (gigawatt AI cloud, first factory 2027) both anchor platform selection to power capacity commitments, not chip procurement alone. AMD's $10B+ Taiwan commitment and NVIDIA's SK Hynix multiyear memory partnership are supply-side responses to the same demand signal.

  3. US grid generation mix shifted structurally in H1 2026.

    [rising] CAISO solar grew 21% and natural gas fell 60% vs. the same period in 2024. SunZia's 3,650 MW New Mexico wind farm enters service this month. New AI data centers siting in the western US inherit a cleaner but more variable generation base; transmission constraints, not generation capacity, are now the binding constraint.

Quantum

  • P1 Silicon Spin Qubit Operating Temperature: Colder Is Not Necessarily Better

    An arXiv paper quantifies the optimal operating temperature trade-off for CMOS-compatible silicon spin qubits, finding that the lowest temperature is not always best given thermal load constraints.

    The read: This is a design-constraints paper for foundry integration teams. If validated operating temperatures are above millikelvin levels, the infrastructure bill for cryogenic cooling drops substantially. That changes the economics of CMOS-integrated quantum processors at scale.

  • P1 EeroQ Validates CMOS-Controlled Electron Shuttling on Superfluid Helium

    Physical Review Applied publication confirms 2D electron transport on superfluid helium using a commercial CMOS control layer, enabling all-to-all qubit routing on a standard silicon architecture.

    The read: Most qubit platforms carry fixed-topology connectivity that multiplies error-correction overhead. CMOS-native all-to-all routing, if coherence times hold at device scale, removes a structural cost that currently penalizes surface code implementations. The peer-review status makes this a harder signal than a press release.

  • P1 Imec and Diraq Demonstrate Eight-Qubit Silicon Spin Array on CMOS Platform

    Imec (Belgium) and Diraq demonstrated an 8-qubit silicon spin qubit array fabricated on a CMOS-compatible process.

    The read: Imec's foundry credibility is the signal, not the qubit count. An 8-qubit result on a standard CMOS process is a proof-of-manufacturability step; it means the fabrication process is reproducible, not just experimentally achievable once.

  • P2 nLighten and Arqit Demonstrate Sovereign Cloud Security with Quantum-Safe Encryption

    European edge compute operator nLighten and PQC vendor Arqit demonstrated a sovereign cloud security deployment using post-quantum cryptography.

    The read: PQC deployment in sovereign cloud is accelerating ahead of broad NIST PQC standards adoption. Operators buying long-life compute infrastructure now face PQC compliance as a procurement variable.

  • P2 MIT and IBM Align Quantum Unitary Operators with LLM Latent Spaces

    MIT-IBM Computing Research Lab published a multimodal alignment framework mapping quantum unitary operators to large language model latent spaces, presented at IEEE QCE 2026.

    The read: This is a tooling story, not a compute-advantage story. If LLMs can navigate quantum circuit design spaces, the software bottleneck for quantum algorithm development compresses. It does not claim quantum speedup.

Chips

  • P1 AMD EPYC "Venice" Enters Production Ramp on TSMC 2nm

    AMD has begun the production ramp of its next-generation EPYC server CPU on TSMC's 2nm process node.

    The read: 2nm at production volumes confirms TSMC N2 is yielding commercially for x86 server silicon. Competing AI accelerator designs targeting N2 are now sharing a live production node. AMD has not disclosed volume ramp rates or external shipment timelines in the available summary.

  • P2 NVIDIA RTX PRO 6000 Blackwell Server Edition Enters Enterprise Servers

    NVIDIA is expanding Blackwell GPU access into standard OEM enterprise rack form factors, beyond DGX-class systems.

    The read: Widening Blackwell access below the DGX price tier expands the addressable market for inference workloads. It also increases demand for HBM and NVLink-adjacent memory at enterprise server scale, which is a different procurement channel from hyperscaler purchasing.

Power

  • P1 CAISO Solar Surpassed Natural Gas, January-May 2026

    Utility-scale solar in CAISO exceeded natural gas generation for the first five months of 2026, with solar up 21% and natural gas down 60% versus the same period in 2024.

    The read: A 60% natural gas decline alongside a 21% solar increase is displacement at structural scale, not marginal substitution. AI data centers siting in California now operate on a cleaner but more variable generation base. Battery storage and transmission constraints, not solar availability, set the reliability ceiling.

  • P1 SunZia Wind (3,650 MW) Enters Commercial Operations

    The SunZia Wind Project in New Mexico, the largest US wind farm, begins commercial operations in July 2026 at 3,650 MW net summer capacity across 916 turbines.

    The read: SunZia's value is conditional on transmission. The wind resource is in New Mexico; load centers are in Arizona and California. The transmission project (SunZia Transmission) determines whether this capacity reliably reaches data center load clusters, and that infrastructure is a separate completion milestone.

  • P2 GE Vernova Introduces GridOS for Transmission with AI Grid Planning

    GE Vernova launched GridOS for Transmission software at its Orchestrate 2026 conference, alongside two AI whitepapers on grid planning and autonomous grid-edge operations.

    The read: Interconnection queue backlogs are partly a planning-tool bottleneck: deterministic models cannot process probabilistic renewable scenarios at scale. If GridOS accelerates interconnection analysis for transmission planners, it has outsized leverage on timelines for new AI facility grid connections.

  • P2 China Nuclear Capacity Grew 76% from 2016 to 2024

    China added 24 GW of nuclear generation capacity from 2016 to 2024 (a 76% increase) and continued adding capacity through mid-2026.

    The read: Data centers operating on nuclear-backed baseload carry lower carbon exposure and more predictable power costs than gas-backed peers. Western AI factory siting decisions are being made against a less certain long-run power basis than Chinese counterparts building on an expanding nuclear fleet.

AI Compute

  • P1 NVIDIA and SK Hynix Announce Multiyear Memory Partnership for AI Factories

    NVIDIA and SK Hynix announced a multiyear technology partnership to develop next-generation memory for global AI factory deployments, including joint semiconductor design work.

    The read: Multiyear memory supply agreements between the dominant GPU vendor and a leading HBM supplier are supply chain locking behavior. Contract lengths at this horizon compress alternatives for competing AI infrastructure builders who need the same memory.

  • P2 NAVER Expanding Sovereign AI Infrastructure Starting at 55 MW with Gigawatt Plans

    NAVER and NVIDIA announced expansion of NAVER's sovereign AI infrastructure using the NVIDIA DSX platform, starting at 55 MW with stated plans for gigawatt-scale deployment.

    The read: 55 MW is a meaningful initial commitment for a single operator. The gigawatt-scale plans are aspirational; the 55 MW commitment and DSX platform selection are the concrete signals today.

  • P2 SK Telecom Plans Gigawatt AI Cloud on NVIDIA DSX, First Factory Online 2027

    SK Telecom announced a gigawatt-scale AI cloud in Korea built on the NVIDIA DSX platform, with the first AI factory entering service in 2027.

    The read: Two Korean operators (NAVER and SK Telecom) announced gigawatt-scale AI infrastructure using the same platform in the same news cycle. The 2027 commercial date for SK Telecom's first factory is the concrete milestone to track against.

  • P2 AMD Commits More Than $10B to Taiwan AI Ecosystem

    AMD announced more than $10B in Taiwan ecosystem investments to accelerate AI infrastructure, spanning foundry and supply chain relationships.

    The read: AMD's Taiwan commitment matches the scale of NVIDIA's supply chain anchoring moves announced in parallel. At $10B+, this is a structural bet on Taiwan-based AI chip manufacturing. The absence of a disbursement schedule in the press release means the figure warrants verification before downstream use.

  • P2 NVIDIA Germany Industrial AI Cloud: 10,000 GPUs for European Manufacturing

    NVIDIA announced a Germany-based AI factory with 10,000 GPUs targeting European manufacturing applications including engineering simulation and digital twins.

    The read: "First industrial AI cloud" is NVIDIA's framing; that claim is not independently verifiable from this report. The manufacturing vertical focus (not hyperscaler workloads) is the differentiated signal; 10,000 GPUs is a mid-scale deployment by current AI factory standards.

Collected items by desk

Desk

Quantum

70 quantum research items collected on 2026-07-14; hardware, control, and industry signals routed.

All collected Quantum items (54)

Hardware and Error Correction

  • Optimal operating temperature for industry-compatible silicon spin quantum computing: colder is not necessarily better

    Silicon spin qubits are a leading candidate for large-scale quantum computing owing to their compatibility with semiconductor manufacturing. However, scaling to useful fault-tolerant processors will likely generate thermal loads that exceed the cooling power available at millikelvin temperatures. Raising the operating temperature eases cooling requirements but reduces gate f...

  • Private Capacity of Quantum Channels Induced by Non-stabilizer Environmental States

    We investigate the private capacity of quantum channels using the recently proposed quantum convolution theory for discrete-variable quantum systems. We focus on the role of the magic resource played in this framework. Firstly, for a large class of convolutional channels, we find that the private capacity is zero if the fixed environmental state is a stabilizer state. Moreov...

  • High-field Josephson effect enabled by a moiré Hofstadter spectrum

    Magnetic fields generally suppress phase-coherent Josephson transport, limiting superconducting interferometry to relatively low fields. Here we show that moiré-engineered graphene Josephson junctions can overcome this constraint. Using ballistic graphene/hBN junctions, we establish phase-coherent Andreev transport through Fabry-Pérot oscillations and Fraunhofer interference...

  • Quantum Arithmetic Circuits in Public-Key Cryptography

    Quantum computing has advanced rapidly in recent decades, driven by developments across the technology stack, including quantum error-correcting codes and efficient quantum algorithms. Among these, quantum arithmetic circuits serve as fundamental building blocks for various promising algorithms. Despite their crucial role, the design of quantum arithmetic circuits faces chal...

  • Multi-Stage Mamba-Based Architecture for Fast and Scalable Superconducting Qubit Readout

    Reliable qubit readout is a critical bottleneck toward fault-tolerant quantum computing (FTQC). In superconducting quantum processors, readout operations are both error-prone and high-latency. These challenges become more severe in frequency-multiplexed architectures, where signal crosstalk among neighboring qubits significantly degrades readout fidelity. Existing machine le...

  • Moment-Structured Block Encodings of Periodic Finite-Difference Operators

    Block encoding is the standard technique for accessing matrix data in quantum linear-algebra algorithms. Its implementation directly affects its subnormalization, which in turn controls the algorithm's success probability, simulation time, and downstream costs. Explicit construction of block encodings with provably optimal subnormalization exists for only a handful of operat...

  • Quantum Simulation of Strongly Correlated Fermion-Phonon Models in Circuit QED

    Gate-based digital quantum simulations offer an exciting new paradigm for studying the many-body physics of strongly correlated systems. In this context, electron-phonon models are challenging for qubit-only quantum simulators, as bosonic degrees of freedom require costly finite-dimensional encodings. Here, we elaborate on an alternative approach based on a digital-analog ci...

  • States dressing analysis in a transmon-transmon-bus system

    The multi-qubit gates fidelity of superconducting quantum processors can be limited due to the dressing of computational states by noncomputational ones. Here, we experimentally and analytically investigate a transmon-transmon-bus system where the computational states dressing is tunable over a broad range. We estimate the dressing using three methods: a full three-element m...

Control and Quantum-AI Integration

Commercial and Industry Context

Unrouted Items

  • An efficient algorithm for approximate shadow Hamiltonian simulation

    We propose an efficient algorithm based on shadow Hamiltonian simulation to approximately simulate the real-time dynamics of observables under time-independent Hamiltonians. Shadow Hamiltonian simulation works at the level of the operator algebra generated by the observables through commutators with the Hamiltonian. Exactly encoding the quantum state in this picture is gener...

  • Paraparticles intrinsically exhibit Hardy-space breakdown

    The memory kernel of an open quantum system obeys Kramers--Kronig (KK) relations if and only if its Laplace transform is analytic in the upper half-plane -- a property known as Hardy-space analyticity. Here we show that non-unitary exchange statistics, the defining property of paraparticles, intrinsically breaks Hardy-space analyticity. The metric η that guarantees a real...

  • Noise Resilience of Quantum Key Distribution Protocols Secured Against Independent Attacks With One-Way Communication

    We investigate the resilience to noise of single-qubit quantum key distribution (QKD) protocols in the scenario of security against independent eavesdropping attacks and key distillation based on one-way classical communication. To this end, we introduce a noise-based metric that quantifies the efficiency of QKD protocols. Within this framework, we analyze the maximal noise...

  • Trotter error compensation with polylogarithmic precision and nested-commutator scaling without ancillas

    Product formulas are among the most practical approaches to Hamiltonian simulation, requiring no ancillary qubits and exhibiting error bounds governed by nested commutators rather than only by Hamiltonian norms. Their circuit size, however, scales polynomially with the inverse precision. We develop a high-order nested-commutator compensation (HNCC) algorithm that preserves t...

  • Bounding Kirkwood-Dirac negativity of Gaussian processes

    The Kirkwood-Dirac quasiprobability provides an operational representation of a quantum state, whose negativity serves as a measure of nonclassicality. Despite its fundamental importance, the extremal values of the Kirkwood-Dirac negativity are still unknown in the general case. We investigate the Kirkwood-Dirac quasiprobability of an arbitrary quantum state under Gaussian p...

  • Optimal tomography of bosonic and fermionic Gaussian states

    The sample complexity is the minimum number of copies required to learn an accurate classical description of a quantum state. Bosonic and fermionic Gaussian quantum states are families of quantum states that play a key role in quantum science and technology, from quantum optics and many-body physics to quantum chemistry, quantum computing, and quantum information theory. Des...

  • Quantum probe advantage in learning many-body systems

    Which properties of a quantum many-body system are operationally accessible is a central question underlying spectroscopy, thermodynamics, and quantum information science. Conventional response theory answers this question within a system-only paradigm: one perturbs and measures the matter itself, obtaining susceptibility built from causally ordered nested commutators. Here...

  • Multiparameter Quantum Estimation in a Raman-Coupled Two-Qubit System

    We investigate multiparameter quantum estimation in a Raman-coupled two-qubit system at thermal equilibrium. Analytical expressions for the quantum Fisher information matrix are derived to characterize the simultaneous estimation of the temperature and Raman coupling strength. The corresponding quantum Cramér--Rao bounds are obtained and compared with those of individual est...

  • A new class of pure non-Gaussian quantum states

    We discuss a new class of pure non-Gaussian quantum states of light characterized by trigonal symmetry on the phase plane. We propose the term ``trigonal states'' for them and show that they can be generated using the standard non-degenerate four-wave process supplemented by the subsequent heralding measurement of the photon number in one of the two signal modes.

  • Spacer-Mediated Gold Nanocube Arrays for Edge-Localized Excitonic Enhancement in Monolayer MoS2

    Plasmonic nanostructures offer an effective route for enhancing light-matter interaction in atomically thin semiconductors, whose optical response is intrinsically limited by their sub-nanometer active thickness. Here, we numerically investigate excitonic enhancement in monolayer (ML) Molybdenum Disulfide (MoS2) coupled to size-tuned gold (Au) nanocube arrays separated by th...

  • Operational Concealment of Measurement Incompatibility by Quantum Channels

    Measurement incompatibility can remain intact at the operator level yet become operationally inaccessible when observations are restricted to the output of a quantum channel; we refer to this phenomenon as operational concealment. We develop a systematic adjoint-kernel framework for operational concealment in which observables are organized into operational equivalence class...

  • Higher-order covariance matrices for non-Gaussian quantum states

    Covariance matrices lie at the heart of the powerful and well-established symplectic framework for describing continuous-variable Gaussian quantum states. However, since this framework only relies on first- and second-order moments, it is not sufficient for the analysis of non-Gaussian states because their higher-order moments are essential to capture some of their key prope...

  • Deploying and validating a metropolitan QKD secure network: architecture and field performance

    The advent of cryptographically relevant quantum computers poses an existential threat to classical public-key infrastructure. Quantum Key Distribution (QKD) addresses this challenge by providing information-theoretic security for key establishment, independently of any computational hardness assumption. In this work, the deployment and experimental validation of a metropoli...

  • Interlocked Time Crystal in Coupled Spin-1/2 Ensembles under Local Dissipation

    Multilevel dissipative systems can exploit multiple local transitions and coherence channels to generate nonstationary time-crystalline dynamics. Here we show that an analogous mechanism can be synthesized without enlarging the local Hilbert space by coupling two locally pumped and decaying spin-1/2 ensembles into a composite dissipative unit.Neither ensemble supports an aut...

  • Near-Optimal Mode Scaling for Finite-Dimensional Boson Sampling via Lie-Algebraic Leakage Bounds

    Boson sampling demonstrates quantum advantage through the interference of indistinguishable particles, with output probabilities governed by matrix permanents. Realizing it on deterministic, matter-based platforms requires encoding the bosonic modes in finite-dimensional local Hilbert spaces, which introduces a leakage channel absent in linear optics: multi-particle bunching...

  • Q^2SAR: overcoming classical bottlenecks in drug discovery via quantum multiple kernel learning

    Quantitative Structure-Activity Relationship (QSAR) modeling is a foundational computational methodology in early-stage drug discovery, heavily relied upon for predicting compound toxicity, bioavailability, and therapeutic potential. However, classical methods often struggle to effectively map the highly complex, non-linear, and high-dimensional interactions inher...

  • The Time-Space Complexity of Checking Multiple Assertions in Quantum Programs

    Runtime assertions are a promising mechanism for testing and debugging quantum programs. But unlike the classical world, checking a quantum program that contains multiple assertions often requires using additional space or running the program additional times. For example, on current quantum hardware where mid-circuit measurement is restricted or costly, an assertion's pass/...

  • Anomalous Dissipation in Current Biased Josephson Systems

    A new phase diffusive regime in a current biased Josephson junction is theoretically explored which originates from embedding the junction in a circuit environment with anomalous dissipation. This is realized by placing parallel to the junction a resistor in series with a capacitor such that electromagnetic fluctuations effectively couple also to the charge of the junction....

  • Holographic Timelike Entanglement and Subregion Complexity in Localized AdS3*S3*T4 Black Holes

    We study timelike entanglement entropy and timelike subregion complexity in localized black holes with asymptotic AdS3*S3*T4 geometry, focusing on the black-pole solution. Unlike the BTZ solution, the black pole exhibits a nontrivial dependence on the internal sphere through the functions K_y(r,θ) and G(r,θ). Both observables are constructed from spacelike and timelike L...

  • Classical probabilistic realisation of quantum double-slit interference

    We demonstrate how the interference effects for a quantum particle in the double-slit experiment can be described by classical probabilities. We investigate a classical field theory for a complex scalar field with probabilistic initial conditions. A central element are conserved charges leading to the concept of particles. These are statistical observables which describe pro...

  • Robust Spin Qubit Coupler via Minimal Kitaev Chain

    While a minimal Kitaev chain is promised to host unprotected Majorana zero modes, its role for spin qubits is relatively underappreciated. Following recent breakthroughs in the fine control of transport behaviors, we propose to use minimal Kitaev chain as a robust coupling module between spin qubits. Long-distance, anisotropic exchange coupling can be mediated by the Andreev...

  • Strong Zero Modes in Supersymmetry-Inspired Quantum Circuits

    We investigate discrete dynamics in quantum circuits with gates corresponding to the S-matrix of a supersymmetric 1+1D quantum field theory. We show that for a brick-wall configuration such circuits support both localized and delocalized dynamically conserved operators known as strong zero modes (SZM), the number of which depends on the parameter regime. We demonstrate that,...

  • Tunable non-Hermitian skin effect and topological phases in ladders with staggered nonreciprocal inter-leg hopping

    We investigate the non-Hermitian skin effect (NHSE) and topological phases in a ladder model with staggered nonreciprocal inter-leg hopping, consisting of an Su-Schrieffer-Heeger (SSH) chain coupled to a normal tight-binding chain. By tuning the system parameters, we show that the direction of the NHSE under open boundary conditions can be reversed and can even become energy...

  • Quantum algorithms for second-order boundary value problems

    Second-order boundary value problems are central to computational science, yet standard matrix-based numerical formulations can obscure the local geometric structure that quantum circuits may exploit. Here we introduce a framework for explicitly constructing finite-dimensional counterparts of continuous differential operators in a form compatible with quantum computation. St...

  • From Leaves to Clusters: Depth-Efficient SAT-Oracle Synthesis Based on the HRSE Model

    Quantum oracles are a common building block of many quantum algorithms, where circuit depth is a primary cost that directly affects overall performance. Synthesizing oracles for SAT (CNF) formulas under a limited ancilla budget, however, tends to yield deep circuits, as existing methods underexploit clause-level parallelism. In this work, we present the Clustered Synthesis T...

  • Moment-based PPT criteria for random bipartite states

    Moment-based relaxations of the positive partial transpose (PPT) criterion have been recently introduced, as a hierarchy of entanglement criteria involving only experimentally accessible quantities of a given bipartite state. The goal of this work is to study their typical detection performance on high-dimensional bipartite systems. Concretely, we investigate whether random...

  • Controlling the Inhomogeneous Broadening and Impedance Matching of a Spin Ensemble

    We control the spectral distribution of a spin ensemble by applying a magnetic field gradient using an anti-Helmholtz coil inside a dilution refrigerator, and demonstrate impedance matching between the ensemble and a transmission line, achieving -50 dB absorption of incident radiation. This represents a first step toward a spin-ensemble-based quantum memory for itinerant mic...

  • Information geometric quantification of effective privacy in quantum metrology

    Privacy of a quantum metrological protocol concerns the extent to which single parameters can be kept inaccessible to an observer or to other users of the network. In this work, an information geometric framework is developed to quantify privacy and accessibility of functions of parameters effectively, that is, up to a finite accuracy in state discrimination. Both quantities...

  • Experimental Observation of Anomalous Complementary Weak Values from Correlated Pairwise Two-State Vectors

    Weak values (WVs) arise from weak measurements performed within a time-symmetric formulation of quantum mechanics, where a system is both pre- and post-selected. Anomalous WVs that lie far outside the eigenvalue spectrum of the observable hold both fundamental and practical significance. However, their generation typically relies on near-orthogonal pre- and post-selection, w...

  • Deployment of Entanglement-Based QKD in Financial Infrastructure

    We demonstrate the feasibility of entanglement-based quantum key distribution (eQKD) in high-security financial infrastructure over a 22 km fiber link with 8 dB loss between two data centers using polarization entanglement. The fully automated system continuously generated secure keys for four months at an average rate of 63.8 kb/s, which were stored into a key management sy...

  • Which Classicality? Incidence, Simplex, and Product-Rule Tests in Finite Quantum Logics

    Finite quantum-logical constructions can appear classical or nonclassical depending on which structure is retained. We distinguish incidence tests based on valuations, colorings, and partition representations; simplex-embedding tests for specified prepare-and-measure fragments; and operator-functional tests imposing spectral and product rules. We show that the collective GHZ...

  • Yaqumo Expands Seed Extension Round with Backing from Government-Funded JIC VGI and Toyota

    Japanese hardware startup Yaqumo Inc. has secured an undisclosed capital expansion within its ongoing seed extension round, adding state-backed JIC Venture Growth Investments (JIC VGI) and Toyota Invention Partners (TIP) as new institutional shareholders. Executed via the streamlined J-KISS (Keep It Simple Security) convertible equity instrument, the deal bridges Japan’s...

  • SLAC Scientist Advances Research on Scalable Quantum Dot Qubits

  • US Must Pair Quantum Research With Industrial Strategy, UCLA Physicist Argues

  • Imec and Diraq Demonstrate Eight-Qubit Silicon Spin Array on CMOS-Compatible Platform

Desk

Chips

45 chip stack items collected on 2026-07-14; memory, packaging, compute, and foundry signals routed.

All collected Chips items (38)

Compute Accelerators

Unrouted Items

Desk

Power

22 power layer items collected on 2026-07-14; data center load, grid, generation, and cooling signals routed.

All collected Power items (16)

Data Center Power Demand

Grid and Generation

Unrouted Items

  • U.S. refining capacity decreased during 2025

    U.S. operable atmospheric distillation capacity, the primary measure of refinery capacity, totaled 18.2 million barrels per calendar day (b/cd) on January 1, 2026-down over 250,000 b/cd (about 1%) compared with January 1, 2025-according to our latest annual Refinery Capacity Report.

  • U.S. commercial crude oil inventories have decreased in June

    For the week ending June 19, 2026, U.S. refineries processed 17.1 million barrels per day (b/d) of crude oil, down 81,000 b/d from the previous week, and they operated at 96.1% capacity utilization. Gasoline production averaged 9.5 million b/d, and distillate production increased to 5.2 million b/d.

  • UAE's exit from OPEC+ reduced the group's share of crude oil production and capacity

    On April 28, 2026, the United Arab Emirates (UAE) announced that it was leaving OPEC, effective on May 1. OPEC was formed in 1960 by Iraq, Iran, Kuwait, Saudi Arabia, and Venezuela, with the stated objective to "coordinate and unify petroleum policies among Member Countries." OPEC is best known for its effect on global crude oil prices.

  • U.S. natural gas storage capacity increased slightly in 2025

    Underground working natural gas storage capacity in the Lower 48 states increased slightly in 2025, according to our latest data, with growth concentrated in the South Central and Mountain regions. Underground natural gas storage provides a source of energy when demand increases, balancing U.S. energy needs. We calculate natural gas storage capacity in two ways: demonstrated...

  • GE Vernova powers Africa’s industrialisation with integrated energy solutions

    CAPE TOWN, South Africa (June 17, 2026) – In line with the Africa Energy Forum’s theme, ‘Building Africa’s industrialized Future,’ GE Vernova Inc. (NYSE: GEV) today showcased its comprehensive portfolio of technologies engineered to translate large-scale infrastructure ambitions into operational

  • GE Vernova to deliver pumped-storage technology for India’s 1.35 GW Upper Sileru hydropower plant

    VADODARA, INDIA (May 4, 2026) – GE Vernova Inc. (NYSE: GEV) announced today that it has secured an order from Megha Engineering & Infrastructures Limited (MEIL) to deliver nine 150 MW pumped-storage units for the 1.35 GW Upper Sileru hydropower plant, located in the state of

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