Disney, Big Tech Take Up Energy Trading As Power Costs Soar

Market Intelligence Analysis

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Why This Matters

Disney and Big Tech companies are entering the energy trading market due to soaring power costs, driven by the growth of AI, data centers, and clean energy manufacturing.

Market Impact

Market impact analysis based on bearish sentiment with 82% confidence.

Sentiment
Bearish
AI Confidence
82%

Article Context

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Previously, we reported that U.S. electricity prices have been surging, thanks in large part to the proliferation of AI, high-performance computing (HPC) data centers and clean energy manufacturing. U.S. residential electricity prices have surged nearly 40% since 2021, with states with the highest concentration of data centers recording the biggest increase. To wit, Virginia--the state with the biggest number of data centers at 666--saw electricity prices jump 13% in the current year from 2024 levels, the second highest clip nationwide after Illinois’…

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Original article published by OilPrice.com on December 3, 2025.
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