Stay Ahead, Stay ONMINE

The poetry of data

Jane Muschenetz’s poems don’t look like the sonnets you remember studying in high school English. If anything, they’re more likely to call to mind your statistics class. Flip through the pages of her poetry chapbook Power Point and you’ll see charts, graphs, and citations galore. One poem visually documents maternal mortality rates and women’s unpaid domestic labor in such a way that the bar and pie graphs spell out the word “MOM.” Another tracks deaths from gun violence across the globe and is presented as a gun-shaped graph. Still others are written in more standard poetic form but include citations that reference documents put out by the US government, the United Nations, and news organizations. These poems are just a few of the many in Muschenetz’s latest book that wrestle with contemporary social issues using a combination of data-driven insights and the poetic form. The format is a unique one: The first time Hayley Mitchell Haugen, founding editor in chief of Muschenetz’s publisher Sheila-Na-Gig, saw the poems, she thought to herself, “I’ve never seen anything like this before.” Point Blank 13. “Incidents of firearm mortality per 100K population for high income global economies with populations over 10M,” Institute for Health Metrics Evaluation, United Nations. Graphics treatment by Ingo Muschenetz. 14. “Child and Teen Firearm Mortality in the US and Peer Countries,” per 100K population, KFF.org, July 2023; CDC. Detailed citations at technologyreview.com/Muschenetz.ORIGINALLY PUBLISHED BY WRITERS RESIST, WINTER 2023 While cold, hard numbers and poetry might seem antithetical at first blush, from Muschenetz’s perspective, the two couldn’t be a better fit. A former business consultant at Bain & Company who received her MBA at the Sloan School of Management, she released her first poetry book in her 40s, and she’s enjoyed uncovering what the artistic and scientific approaches to understanding the world have in common. “Even though it maybe feels unintuitive that poetry and science are interrelated, they both make connections that are not immediately obvious,” she says. “They test out theories; they take risks. There’s a lot of nonlinear thinking that happens in both.” Many of the poems in Power Point were inspired by watershed moments in global politics and culture, particularly ones that would shape the lives of women. From the partisan political theater on display at the confirmation hearing of US Supreme Court Justice Ketanji Brown Jackson to the passage of laws restricting women’s freedoms in Iran and Afghanistan, these events often left Muschenetz overwhelmed with frustration at the state of women’s rights today. But knowing that women’s emotions are so often dismissed, she looked for a way to turn those feelings into something that she hoped would be harder to write off than standard poetry while still evoking the openheartedness with which people tend to approach art. “I wanted something that listed just facts but expressed how angry I am,” she says. “I really wanted it to be fact-based. I wanted my sources to be publicly available and almost unassailable.” Her hope was that by repackaging these facts in the form of statistics-driven poetry, she might allow readers to receive the information in a new way—and get them thinking. From Ukraine to California Muschenetz’s childhood primed her to understand how global currents can shape an individual life from an early age. Born Yevgenia Leonidovna Veitzman to a Jewish family in the Ukrainian city of Lviv, Muschenetz says her family began trying to leave the country before she was born, hoping to escape the discrimination they faced under the Soviet government. But it wasn’t until she was 10 years old that the family was finally able to emigrate. When they were at last cleared to cross the border, they headed for San Diego, where she decided that Jane would be easier for Americans to pronounce than her given first name. (Ultimately, she would change her last name, too, when she married.) Muschenetz often felt out of place in her new home, even though she was surrounded by other immigrant kids whose parents had moved to California in search of a better life. In one way she was like many American teenage girls, though: She had a lot of feelings, especially about romantic relationships, whether real or imagined, and she often wrote poems about them.   At age 16, she began submitting her poetry to magazines and publishers, which brought her first taste of writerly rejection. “I was like, ‘Oh, well, I tried. Clearly this isn’t for me.’ Even though in my heart, since I was like four years old, I knew I was a writer and I loved literature,” she says.  Her parents were “completely horrified” about the prospect of her pursuing a career in writing, but they weren’t much more excited about what she eventually landed on instead: a degree in political science at UC San Diego. “The response was always ‘Poets get shot. Politicians get shot,’” she says.  She might not have been able to articulate it at age 18, but looking back, Muschenetz makes sense of the decision to study political science as driven by her desire to understand the global forces that caused her family to emigrate. “I wanted to know: How do we structure policy? Who makes these choices, and how can we change them and make them better?” she says. STACY KECK But the dream of writing was hard to let go of. By the time Muschenetz was a few years out of college, she’d applied for two different programs: an MFA in writing and the MBA program at Sloan. And though she didn’t get accepted to the MFA program, her time at Sloan ended up profoundly shaping the poetry she would write two decades later, giving her the statistical analysis and data interpretation skills that formed the backdrop for Power Point. Those were skills she sharpened even further in the years she spent working as a business consultant at Bain right after earning her MBA. “I don’t think the average joe could pull off [what she does in that book], because she knows how to present statistics well,” says Haugen. “She knows how to look at them analytically and offer them up in a way that a layperson can understand.” Muschenetz left the business world after four years at Bain to focus on parenting her two children, as well as serving in various volunteer capacities at their schools and with local community organizations. It wasn’t until the world shut down in 2020 with the onset of the covid-19 pandemic that she found herself getting back in touch with the creative impulses that had animated her previously. Those impulses manifested in part as visual art: Muschenetz began painting a menagerie of animals on the bases of palm fronds she would find on the ground after a big storm in San Diego. “It just felt good, even though it made no sense,” she says. “At the same time, it was keeping me sane.” Being willing to dip her toe into a creative endeavor that she knew she “didn’t have to be good at” also helped open Muschenetz to the idea of getting back to the poetry writing that had made her heart sing as a girl. “Through my high school and early college years, every margin of every notebook was covered with poems or rhymes,” she says. “And then it was just gone. It was scary for me to realize that I had cut that part out of myself, and how bad that was for me.” Coming home to poetry When Muschenetz did start writing again, she thought she might write a collection of poems rooted in domesticity and home life. She was surprised to find that what started flowing out of her instead were poems about her immigrant experience, which had never been the subject of her poetry while she was living it as a teenager. “I thought, ‘Well, shouldn’t I have gotten this out of my system?’ But here I was writing about this aspect of my identity that I never actually had written about before.”  She eventually had enough poems to pull together what became her first collection, titled All the Bad Girls Wear Russian Accents. The book reveals her propensity for weaving together dark and light, humor and tragedy, in a range of poems that cover everything from the war in Ukraine to the experience of being stereotyped for her ability to speak Russian, the language of many American movie villains.  Muschenetz initially thought that writing a book of poetry might be a onetime thing, the kind of undertaking that would allow her to check a box and move on. But as she was promoting her first book, she found herself fixating on a poem she hadn’t even written yet—one in the form of data that would spell out a word. The idea was eventually realized in “100% MOM.”  100% MOM: A PowerPoint Poem about Women and Labor Data sources include: “Life Stages and Populations by Sex,”CDC, NCHS; “Most pregnancy-related deaths are preventable, ”Hear Her Campaign, CDC, 2022; “The U.S. Maternal Mortality Crisis Continues to Worsen: An International Comparison, ”Commonwealth Fund, 2022; “The World’s Women 2020 Trends and Statistics,” United Nations; Oxfam International Inequality Reports: 2020, 2021; “Hard Work Is Not Enough: Women in Low-Paid Jobs,” National Women’s Law Center, July 2023. Detailed citations at technologyreview.com/Muschenetz.ORIGINALLY PUBLISHED IN WHALE ROAD REVIEW, SPRING 2023 That poem was the seed that grew into Power Point, and Muschenetz, whose poetry has been nominated for the Pushcart Prize three times, hasn’t looked back since. In addition to releasing that second volume of poetry, the product of what she calls the “analytic and overachieving brain” that helped her get through (and enjoy) business school, Muschenetz has used those same skills to help the poetry community in San Diego with some of the more practical needs, like grant writing, that are often lacking in communities of artists, says Katie Manning, a local poet and professor emeritus of poetry.  Muschenetz is mostly just happy to have found a way to use poetry to keep integrating and honoring the many different parts of her identity, from immigrant to business consultant.  “It is a huge disservice to all humanity when we ask our scientists or mathematicians or poets to only be that one thing, as opposed to being their whole selves,” she says.  You Are 600% Hotter than the SunBy Jane Muschenetz A cup of the Sun’s core produces ~60 milliwattsof thermal energy. By volume … less than that ofa human [350 mW]. In a sense, you are hotter thanthe Sun—there’s just not as much of you. —Henry Reich, Minute Physics Speaking roughly, in terms of heatgenerated per every human inch, you giveoff more milliwatts—surge/energy. Onlythe Sun is bigger … it matters.We are all blinded by love, the expanding/contractinguniverse is just another metaphorfor longing, and life—its own purpose.How dazzling, this science!Consider falling for a physicist—the painstakingly slow way they undressmathematical mysteries,talk about bodies in motiongets me every time—space —continuum, part, particle—Atomic. Incandescent! Youare, pound-for-pound, more Life-Source,more Bomb, more Season-Spinning Searing CenterHeart/Engine/Radiating Nuclear Dynamicthan the Sun. Can’t look directly in the mirror? Small Wonder! Imagine— none of us powerless.Originally published by Cathexis Northwest Press, May 2024  For Those of Us Forced to FleeBy Jane Muschenetz For those of us forced to fleethe world is forever shrinking down to a single question:What can you carry?The suitcase of your heart closed tighton all the things there was no room to bring—your memories of “home,” the snowflake momentsof your youth, the blooming Lilac treeoutside your bedroom window … a heavy burdensaps your strength on the long journey, bringonly what you need.Homes can be built again,a new tree can be rooted. Survive. When you have nothing left to plant, become the seed. Originally published in Issue 8, The Good Life Review, 2022. It received the 2022 Honeybee Poetry Prize and was nominated for a Pushcart Prize. Find more poetry by Jane Muschenetz at www.palmfrondzoo.com/janewriting.

Jane Muschenetz’s poems don’t look like the sonnets you remember studying in high school English. If anything, they’re more likely to call to mind your statistics class.

Flip through the pages of her poetry chapbook Power Point and you’ll see charts, graphs, and citations galore. One poem visually documents maternal mortality rates and women’s unpaid domestic labor in such a way that the bar and pie graphs spell out the word “MOM.” Another tracks deaths from gun violence across the globe and is presented as a gun-shaped graph. Still others are written in more standard poetic form but include citations that reference documents put out by the US government, the United Nations, and news organizations.

These poems are just a few of the many in Muschenetz’s latest book that wrestle with contemporary social issues using a combination of data-driven insights and the poetic form. The format is a unique one: The first time Hayley Mitchell Haugen, founding editor in chief of Muschenetz’s publisher Sheila-Na-Gig, saw the poems, she thought to herself, “I’ve never seen anything like this before.”

Point Blank
13. “Incidents of firearm mortality per 100K population for high income global economies with populations over 10M,” Institute for Health Metrics Evaluation, United Nations. Graphics treatment by Ingo Muschenetz. 14. “Child and Teen Firearm Mortality in the US and Peer Countries,” per 100K population, KFF.org, July 2023; CDC. Detailed citations at technologyreview.com/Muschenetz.
ORIGINALLY PUBLISHED BY WRITERS RESIST, WINTER 2023

While cold, hard numbers and poetry might seem antithetical at first blush, from Muschenetz’s perspective, the two couldn’t be a better fit. A former business consultant at Bain & Company who received her MBA at the Sloan School of Management, she released her first poetry book in her 40s, and she’s enjoyed uncovering what the artistic and scientific approaches to understanding the world have in common.

“Even though it maybe feels unintuitive that poetry and science are interrelated, they both make connections that are not immediately obvious,” she says. “They test out theories; they take risks. There’s a lot of nonlinear thinking that happens in both.”

Many of the poems in Power Point were inspired by watershed moments in global politics and culture, particularly ones that would shape the lives of women. From the partisan political theater on display at the confirmation hearing of US Supreme Court Justice Ketanji Brown Jackson to the passage of laws restricting women’s freedoms in Iran and Afghanistan, these events often left Muschenetz overwhelmed with frustration at the state of women’s rights today.

But knowing that women’s emotions are so often dismissed, she looked for a way to turn those feelings into something that she hoped would be harder to write off than standard poetry while still evoking the openheartedness with which people tend to approach art.

“I wanted something that listed just facts but expressed how angry I am,” she says. “I really wanted it to be fact-based. I wanted my sources to be publicly available and almost unassailable.” Her hope was that by repackaging these facts in the form of statistics-driven poetry, she might allow readers to receive the information in a new way—and get them thinking.

From Ukraine to California

Muschenetz’s childhood primed her to understand how global currents can shape an individual life from an early age. Born Yevgenia Leonidovna Veitzman to a Jewish family in the Ukrainian city of Lviv, Muschenetz says her family began trying to leave the country before she was born, hoping to escape the discrimination they faced under the Soviet government. But it wasn’t until she was 10 years old that the family was finally able to emigrate. When they were at last cleared to cross the border, they headed for San Diego, where she decided that Jane would be easier for Americans to pronounce than her given first name. (Ultimately, she would change her last name, too, when she married.)

Muschenetz often felt out of place in her new home, even though she was surrounded by other immigrant kids whose parents had moved to California in search of a better life. In one way she was like many American teenage girls, though: She had a lot of feelings, especially about romantic relationships, whether real or imagined, and she often wrote poems about them.  

At age 16, she began submitting her poetry to magazines and publishers, which brought her first taste of writerly rejection. “I was like, ‘Oh, well, I tried. Clearly this isn’t for me.’ Even though in my heart, since I was like four years old, I knew I was a writer and I loved literature,” she says. 

Her parents were “completely horrified” about the prospect of her pursuing a career in writing, but they weren’t much more excited about what she eventually landed on instead: a degree in political science at UC San Diego. “The response was always ‘Poets get shot. Politicians get shot,’” she says. 

She might not have been able to articulate it at age 18, but looking back, Muschenetz makes sense of the decision to study political science as driven by her desire to understand the global forces that caused her family to emigrate. “I wanted to know: How do we structure policy? Who makes these choices, and how can we change them and make them better?” she says.

Jane Muschenetz

STACY KECK

But the dream of writing was hard to let go of. By the time Muschenetz was a few years out of college, she’d applied for two different programs: an MFA in writing and the MBA program at Sloan. And though she didn’t get accepted to the MFA program, her time at Sloan ended up profoundly shaping the poetry she would write two decades later, giving her the statistical analysis and data interpretation skills that formed the backdrop for Power Point. Those were skills she sharpened even further in the years she spent working as a business consultant at Bain right after earning her MBA.

“I don’t think the average joe could pull off [what she does in that book], because she knows how to present statistics well,” says Haugen. “She knows how to look at them analytically and offer them up in a way that a layperson can understand.”

Muschenetz left the business world after four years at Bain to focus on parenting her two children, as well as serving in various volunteer capacities at their schools and with local community organizations. It wasn’t until the world shut down in 2020 with the onset of the covid-19 pandemic that she found herself getting back in touch with the creative impulses that had animated her previously. Those impulses manifested in part as visual art: Muschenetz began painting a menagerie of animals on the bases of palm fronds she would find on the ground after a big storm in San Diego. “It just felt good, even though it made no sense,” she says. “At the same time, it was keeping me sane.”

Being willing to dip her toe into a creative endeavor that she knew she “didn’t have to be good at” also helped open Muschenetz to the idea of getting back to the poetry writing that had made her heart sing as a girl.

“Through my high school and early college years, every margin of every notebook was covered with poems or rhymes,” she says. “And then it was just gone. It was scary for me to realize that I had cut that part out of myself, and how bad that was for me.”

Coming home to poetry

When Muschenetz did start writing again, she thought she might write a collection of poems rooted in domesticity and home life. She was surprised to find that what started flowing out of her instead were poems about her immigrant experience, which had never been the subject of her poetry while she was living it as a teenager. “I thought, ‘Well, shouldn’t I have gotten this out of my system?’ But here I was writing about this aspect of my identity that I never actually had written about before.” 

She eventually had enough poems to pull together what became her first collection, titled All the Bad Girls Wear Russian Accents. The book reveals her propensity for weaving together dark and light, humor and tragedy, in a range of poems that cover everything from the war in Ukraine to the experience of being stereotyped for her ability to speak Russian, the language of many American movie villains. 

Muschenetz initially thought that writing a book of poetry might be a onetime thing, the kind of undertaking that would allow her to check a box and move on. But as she was promoting her first book, she found herself fixating on a poem she hadn’t even written yet—one in the form of data that would spell out a word. The idea was eventually realized in “100% MOM.” 

100% MOM: A PowerPoint Poem about Women and Labor
Data sources include: “Life Stages and Populations by Sex,”CDC, NCHS; “Most pregnancy-related deaths are preventable, ”Hear Her Campaign, CDC, 2022; “The U.S. Maternal Mortality Crisis Continues to Worsen: An International Comparison, ”Commonwealth Fund, 2022; “The World’s Women 2020 Trends and Statistics,” United Nations; Oxfam International Inequality Reports: 2020, 2021; “Hard Work Is Not Enough: Women in Low-Paid Jobs,” National Women’s Law Center, July 2023. Detailed citations at technologyreview.com/Muschenetz.
ORIGINALLY PUBLISHED IN WHALE ROAD REVIEW, SPRING 2023

That poem was the seed that grew into Power Point, and Muschenetz, whose poetry has been nominated for the Pushcart Prize three times, hasn’t looked back since. In addition to releasing that second volume of poetry, the product of what she calls the “analytic and overachieving brain” that helped her get through (and enjoy) business school, Muschenetz has used those same skills to help the poetry community in San Diego with some of the more practical needs, like grant writing, that are often lacking in communities of artists, says Katie Manning, a local poet and professor emeritus of poetry. 

Muschenetz is mostly just happy to have found a way to use poetry to keep integrating and honoring the many different parts of her identity, from immigrant to business consultant. 

“It is a huge disservice to all humanity when we ask our scientists or mathematicians or poets to only be that one thing, as opposed to being their whole selves,” she says. 


You Are 600% Hotter than the Sun
By Jane Muschenetz

A cup of the Sun’s core produces ~60 milliwatts
of thermal energy. By volume … less than that of
a human [350 mW]. In a sense, you are hotter than
the Sun—there’s just not as much of you. 

—Henry Reich, Minute Physics

Speaking roughly, in terms of heat
generated per every human inch, you give
off more milliwatts—surge/energy. Only
the Sun is bigger … it matters.
We are all blinded 
by love, the expanding/contracting
universe is just another metaphor
for longing, and life—its own purpose.
How dazzling, this science!
Consider falling for a physicist—
the painstakingly slow way they undress
mathematical mysteries,
talk about bodies in motion
gets me every time—space 
—continuum, part, particle—
Atomic. Incandescent! You
are, pound-for-pound, more Life-Source,
more Bomb, more Season-Spinning Searing Center
Heart/Engine/Radiating Nuclear Dynamic
than the Sun. Can’t look directly 
in the mirror? Small Wonder! Imagine—

none of us powerless.

Originally published by Cathexis Northwest Press, May 2024 


For Those of Us Forced to Flee
By Jane Muschenetz

For those of us forced to flee
the world is forever shrinking down to a single question:
What can you carry?
The suitcase of your heart closed tight
on all the things there was no room to bring—
your memories of “home,” the snowflake moments
of your youth, the blooming Lilac tree
outside your bedroom window … a heavy burden
saps your strength on the long journey, bring
only what you need.
Homes can be built again,
a new tree can be rooted.

Survive.

When you have nothing left to plant, become the seed.

Originally published in Issue 8, The Good Life Review, 2022. It received the 2022 Honeybee Poetry Prize and was nominated for a Pushcart Prize.

Find more poetry by Jane Muschenetz at www.palmfrondzoo.com/janewriting.

Shape
Shape
Stay Ahead

Explore More Insights

Stay ahead with more perspectives on cutting-edge power, infrastructure, energy,  bitcoin and AI solutions. Explore these articles to uncover strategies and insights shaping the future of industries.

Shape

AMD agrees to buy World Labs to fill out its AI stack

This is where World Labs fits into AMD’s ecosystem, according to Parv Sharma, Senior Research Analyst at Counterpoint Research. “World Labs builds AI that understands space, where models need to understand geometry, physics and time, unlike LLMs, which understand languages. These world models are used for training in physical AI

Read More »

Why a network digital twin is the missing piece for AI-era operations

The e-book draws an important distinction between two approaches that share the label. One emulates the network by running the actual device firmware against specific test scenarios. The other builds a deterministic mathematical model from the network’s configuration and state, computing all possible forwarding behaviors at once. The guide sums

Read More »

NetScaler admins told to patch critical zero-days in ADC and Gateway now

NetScaler appliances are an important part of many enterprise networks, providing VPN and remote access, load balancing and other application delivery services. Citrix is tracking the two exploited vulnerabilities as CVE-2026-88771 and CVE-2026-88772. It has released fixes in NetScaler ADC and Gateway 14.1-73.37 and later, 13.1-64.23 and later, with corresponding

Read More »

Dallas Fed survey: More than one in five firms plan to grow capex in 2027

The share of exploration and production (E&P) companies planning to add to their capital spending in 2027 versus this year has grown to 22% from 10% in June, a new Federal Reserve Bank of Dallas survey shows. Of the more than 80 E&P leaders in Texas, northern Louisiana, and southern New Mexico who responded to the latest Dallas Fed Energy Survey earlier this month, a third said their oil production has increased over the past 3 months and only 1 in 8 said they’re pumping less oil. On the capex side, 46% said their spending this quarter was up from this year’s second quarter. Both of those data points were down slightly from the Fed’s June poll. What appears to be changing more substantially on the ground in the Permian basin, Eagle Ford, and other areas in the Dallas Fed’s footprint are expectations about 2027 spending. Only 5% of E&P leaders now expect they’ll trim capex next year while 73% said they’ll keep spending level. Three months ago, those figures were 10% and 81%, respectively. That means 22% of executives now think their capex will climb in 2027 compared to less than 10% 3 months ago. And it suggests that production in the region will climb from here as producers look to take advantage of consistently high prices for their products—even if they’ve retreated from their recent highs. Jon Costello, an analyst at HFI Research, said an industry response—with Texas firms in the vanguard—to higher prices similar to how it recovered starting in late 2016 would grow total US production more than 4% to about 14.4 million b/d.

Read More »

EIA: US crude oil inventories up 900,000 bbl

US crude oil inventories for the week ended Sept. 25, excluding the Strategic Petroleum Reserve, increased by 900,000 bbl from the previous week, according to data from the US Energy Information Administration (EIA). At 427.3 million bbl, US crude oil inventories are 2% above the 5-year average for this time of year, the EIA report indicated. Gasoline output averaged 9.5 million b/d, and distillate production decreased to 5.0 million b/d. Propane-propylene inventories increased 1.8 million bbl, 20% above the 5-year average. Total commercial petroleum inventories decreased by 7 million bbl for the week. Distillate inventories decreased 2.3 million barrels, 14% below the five-year average. US crude oil refinery inputs averaged 16.3 million b/d for the week ended Sept. 25, which was 554,000 b/d less than the previous week’s average. Refineries operated at 92.5% of capacity. Crude oil imports decreased 179,000 million b/d to 5.7 million b/d. The 4-week average of 6.4 million b/d is 4.8% above the year-ago level. Gasoline imports averaged 500,000 b/d; distillate imports averaged 153,000 b/d. Over the past four weeks, total product supplied averaged 20.8 million b/d, up 2.1% year over year. The 4-week average for gasoline product supplied increased 0.3% year over year to 8.7 million b/d, while the 4-week average for distillate product supplied increased 5.2% to 3.8 million b/d. The 4-week average for jet fuel product supplied increased 6.5% year over year.  

Read More »

INEOS begins commercial CCS at Project Greensand

INEOS Energy and its partners Harbour Energy PLC and Nordsøfonden AS have begun commercial operations at Project Greensand, the European Union’s (EU) first full-scale site for transport and permanent offshore storage of CO2. The CO2 will come mainly from Danish biomethane plants. Once captured, the CO2 is liquefied, sent by truck to a dedicated CO2 terminal at Port Esbjerg, Denmark, shipped aboard the purpose-built CO2 carrier Carbon Destroyer 1, and injected into the Nini West reservoir in the Danish North Sea. Nini West is a depleted oil field 250 km offshore, and roughly 1,800 m below the seabed in about 200-ft water depths. The initial commercial phase provides storage capacity of up to 400,000 tonnes/year (tpy) of CO2, with plans to expand to 4-8 million tpy as demand increases. The EU is working to meet carbon capture and storage targets of 50 million tpy by 2030, rising to 250–280 million tpy by 2040, but remains far from that scale.

Read More »

Morningstar DBRS: Global diesel squeeze boosts US refiners

US refiners are benefiting from a tightening global diesel market as disruptions in the Middle East and Russia constrain supply, lift crack spreads, and keep refinery utilization near capacity, according to Morningstar DBRS. Morningstar DBRS said the current market is creating a strong but likely temporary earnings and cash-flow tailwind for US refiners. High utilization, low inventories, and elevated diesel margins are supporting operating cash flow and EBITDA, although the benefit could fade if geopolitical disruptions ease. Global diesel supply has tightened since the start of the Iran war as refinery outages, lower crude runs, and constraints on product exports through the Strait of Hormuz reduced Middle East supply. Saudi Arabia and Kuwait diesel exports were down about 40% year over year in July. Russia, meanwhile, extended restrictions on most diesel exports into October. Russia exported more than 780,000 b/d of diesel in 2025, just under 10% of global exports. US refiners have increased output and exports to help fill the gap. Distillate production averaged 5.1 million b/d during January-August, the highest since 2019. Refinery utilization is already near capacity in several regions, leaving limited room for further increases in output. PADDs 2 and 4 are operating at or near capacity, supported by discounted Canadian crude, strong diesel export demand, and agricultural and rural consumption. Together, the two regions account for more than 27% of US refining capacity and have an average distillate yield of 32%, DBRS said. On the Gulf Coast, PADD 3 refinery utilization exceeded 98% in September. More than half of US refining capacity is concentrated in PADD 3, where complex refineries serve both export markets and other US regions. The stronger operating environment is translating into higher refining margins. The US Gulf Coast ultra-low-sulfur diesel premium over crude has risen to its highest level this year,

Read More »

US seeks to release another 40 million bbl from SPR despite low inventory levels

The Trump administration Sep. 29 said it would put another 40 million bbl of crude from the Strategic Petroleum Reserve (SPR) into the market even as the emergency stockpile has fallen to its lowest level in more than four decades, raising fresh questions about how much of a buffer remains should another major supply disruption occur. The SPR held 283.8 million bbl as of the week ended Sept. 25. If companies take all 40 million bbl before they return replacement crude, the SPR’s physical inventory would temporarily fall to about 244 million bbl, before accounting for other inventory changes. That would put the stockpile below the 252-million-bbl statutory threshold that applies to certain limited SPR drawdowns. The threshold does not apply to the Department of Energy (DOE)’s exchange authority. SPR risks, exchange demand uncertain The Government Accountability Office (GAO) in May warned that the SPR’s ability to meet future drawdown and fill demands faced risks from aging infrastructure, maintenance backlogs, and low inventory levels. “The SPR’s operational capability is at risk,” the report noted, saying that as of last December, when inventories were over 410 million bbl, the SPR could withdraw oil at only 61% of its design rate and refill the reserve at 56% of its design rate. More than a quarter of the inventory was unavailable for drawdown at the time because of construction and cavern outages. GAO also warned that additional inventory declines from emergency releases could further limit the SPR’s drawdown capability. There is no guarantee that companies will take all 40 million barrels offered under the latest exchange. DOE offered the same amount in June, but only one company agreed to borrow about 500,000 bbl. The limited interest followed concerns among oil traders that the exchange’s repayment premiums and crude-quality requirements could make the SPR

Read More »

Plains names Liollio to succeed Chandler as EVP, COO

Plains All American Pipeline LP and Plains GP Holdings have appointed Dean Liollio to serve as executive vice-president and chief operating officer effective Oct. 2, 2026. Liollio will succeed Chris Chandler, who is resigning from Plains to pursue other interests, the company said in a release Sept. 29. Chandler joined Plains in 2018 after previously serving in leadership roles at Phillips 66. Liollio previously served as senior vice-president, special projects, prior to his appointment as executive vice-president and COO. Prior, the served as president of Plains Midstream Canada from 2020 until 2024, as president of PAA Natural Gas Storage from 2008 until 2020 and as president of Plains Gas Solutions from 2016 until 2020. Prior to joining Plains in 2008, Liollio held a number of executive roles including serving as president, ceief executive officer and director of EnergySouth Inc. and as president and COO of Centerpoint’s natural gas distribution operations across a five-state area.

Read More »

Data Center Thermal Management Series-Part 1 of 3

The biggest driver in today’s global economy is the data center, and in the process, data centers are generating and taking more heat than ever before. Heat — the generation of it and public concerns about it — is the most pressing issue facing the data center industry. In response, data center managers and engineers are viewing the problem in new ways, devising innovative, next-generation thermal control strategies that manage the problem more effectively. In the minds of IT managers and the public, data centers and AI are joined at the hip, along with increasing power demands and associated issues of environmental impact, water usage, and higher utility costs. As community activists, political leaders, and now even some prominent AI industry CEOs call for limits on AI development and data center construction, it’s imperative that the data center industry better manage the heat they’re producing — and taking. Sponsored Resources: Texas Instruments’ portfolio of data center thermal management systems spans the full coolant path. It’s been under active development at TI for decades and has evolved in response to the rising power, computing demands, and complexity of advanced data centers. Traditional thermal management techniques can’t keep up with AI’s intense computing requirements. For decades, air cooling was sufficient. Fans blew cool air across hot components and carried heat away, keeping data centers and AI servers operating reliably. But with AI training and inference pushing rack power beyond 20kW to 40kW, air alone can no longer remove heat quickly enough. In addition, air cooling is noisy and consumes too much energy. AI server racks are coming online now that draw 100kW of power, and they’re on their way to more than a megawatt in a few years. Each generation of servers grows denser, more powerful, and hotter as they move and compute massive volumes

Read More »

LiquidStack unveils liquid-cooling platform targeting AI data centers

“Operators need cooling infrastructure that can adapt as GPU platforms and rack densities evolve,” said Scott Smith, general manager of LiquidStack, in a statement. “CDU 2.X combines the performance and flexibility customers need today with the headroom to prepare for what comes next, allowing them to configure cooling around their facility and deployment strategy rather than designing the facility around the CDU.” A key feature is the platform’s support for different deployment configurations, including end-of-row and rack-adjacent installations. The idea is to give data center operators more flexibility in how they place their equipment with increasingly high thermal loads. The system offers configurable control-valve, power-feed and redundancy options, including dual-feed A/B configurations and automatic transfer switch support. These features allow operators to tailor the CDU to different facility architectures and resiliency requirements.

Read More »

If Apple returns to enterprise server game (with help from Nvidia), what market could it target?

Nvidia introduced NVLink Fusion as part of a broader effort to make its interconnect technology available to companies developing custom AI processors. The approach allows third-party silicon to be incorporated into Nvidia-oriented data center architectures, potentially extending Nvidia’s influence beyond its own GPUs. A similar strategy is already being pursued with inference-chip developer d-Matrix. Apple also already operates specialized servers for its Private Cloud Compute system, which handles Apple Intelligence workloads that require processing beyond the user’s device. Scaling that infrastructure, however, reportedly creates bandwidth, cost, and performance challenges. A commercial AI server would allow Apple to extend its silicon strategy into the data center while giving customers direct access to Apple processors rather than Apple’s own cloud services.

Read More »

From Coal to Compute: How Pennsylvania Is Rebuilding Power for AI Data Centers

Western Pennsylvania is becoming a test bed for one of the most consequential changes underway in data center development: the migration from simply finding grid capacity to building the power supply along with the data center. Two projects illustrate that transition particularly well. Aligned Data Centers is advancing the roughly $10 billion, 2-GW Project Phoenix campus at the former Bruce Mansfield coal-fired power station site in Shippingport, Beaver County. About 60 miles to the east, the former Homer City Generating Station is being transformed into the Homer City Energy Campus, centered on as much as 4.4 GW of new natural-gas generation and a proposed Amazon Web Services campus that could ultimately include 39 data center buildings. The projects share a number of similarities. Both reuse former coal-generation properties. Both already possess much of the infrastructure that greenfield data center developers spend years trying to obtain: high-voltage transmission, industrial zoning, water infrastructure, pipeline access, large parcels and proximity to the Marcellus and Utica natural-gas fields.But technically and commercially, they are also very different. Project Phoenix is essentially a data-center-led development using behind-the-meter generation, supplemented by a separate plan to repower the former coal station. While Homer City is the reverse: a power-generation project being constructed first, with the hyperscale data center development forming around the available power supply. This isn’t a competition, but it is a comparison on speed of delivery and the issues both development models face. Project Phoenix: Aligned Moves Into Pennsylvania Aligned calls Shippingport its first Pennsylvania campus and a regional flagship. The company formally broke ground on Project Phoenix on September 10, 2026, describing it as a 2-GW campus spanning three data center facilities and representing roughly $10 billion in regional investment. Aligned estimates the development will support approximately 3,000 construction jobs and 640 full-time jobs in

Read More »

OpenStack Hibiscus adds DNS security features and confidential computing to the open-source cloud platform

Type-5 support is aimed at data center integration. “It lets the tenant network prefixes be advertised directly into the physical fabric, so that really that’s basically how modern data center networks are built,” Carrez explained. “So really helps OpenStack fit into those environments without extra gateway layers that we’ve seen in use before.” Routable tenant addresses: The OVN BGP integration gains a route leaking option. An operator turns it on with the leak_routes attribute of a subnet. The extended OVN features follow the same approach. “OVN BGP features that let the tenant addresses be routable directly from the underlay, and that again is exposing how modern data centers are built directly into OpenStack,” Carrez said. Lower memory use: In deployments that use Open vSwitch, a monitoring daemon tracked keepalived state changes for HA routers. Hibiscus replaces the daemon with a shell script. The change applies to every HA router, so the savings add up across a deployment. “The 15 times reduction in memory footprint for the high availability router monitoring is, I think, really interesting,” Carrez said.

Read More »

DCF Trends Summit: ON.energy’s Asser Elsamahy – Using AI UPS Systems to Tame AI Load Swings

The power challenge surrounding artificial intelligence is increasingly about more than finding enough megawatts. AI data centers can also introduce rapid changes in electricity demand as large clusters of accelerators ramp workloads up and down. Those swings create a different kind of infrastructure problem: how to serve highly dynamic compute loads without passing that volatility directly onto the electric grid. That challenge is helping move battery energy storage deeper into data center power architecture. In an onsite podcast interview recorded live at the Data Center Frontier Trends Summit 2026, DCF Contributing Editor Doug Black spoke with Asser Elsamahy, P.E., vice president of engineering at ON.energy, about the emerging role of battery-based power quality infrastructure for AI data centers. Elsamahy said battery power systems themselves are hardly new. Energy storage has been deployed at gigawatt scale around the world for roughly two decades. What is new is the way the technology is being adapted to the operating characteristics of large AI facilities. “They’re new to the data center industry, but they’re not necessarily new in the market,” Elsamahy said. “They’ve been deployed at gigawatt scale already, multiple gigawatts all over the world.” The difference now is the load. Major swings in AI computing demand can create additional stress for grid operators already confronting rapid growth in large-load interconnection requests. Elsamahy said that dynamic is accelerating interest in energy storage as a way to manage the interface between AI infrastructure and the grid. From Battery Storage to an “AI UPS” ON.energy’s approach is built around what the company calls an AI UPS, or medium-voltage uninterruptible power supply. The architecture differs from the parallel battery energy storage system, or BESS, configuration commonly used for standalone grid storage. ON instead uses a double-conversion design with two sets of inverters. One inverter set faces the

Read More »

Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

Read More »

John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

Read More »

2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

Read More »

OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

Read More »

Introducing SynthID Bio

Strengthening biosecurity and information integrityBiosecurity relies on layered defenses – think of it like a “Swiss cheese” defense model, where multiple independent safety measures work

Read More »