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Sep 16, 2026
GE Vernova sold out until 2031. The ownership race is repricing everything downstream.
Sep 9, 2026
A single steel producer sits under every US transformer order. The audience that noticed tells the story.
Sep 2, 2026
Utah's grid moved without Washington. The audience that noticed wasn't solar.
Aug 26, 2026
District heating hit a nerve. The retrofit engineers and construction operators showed up.
Aug 19, 2026
The dual save-and-send spike, a gas supply thesis that landed wrong, and NYC's permanent emergency.
Aug 12, 2026
When deployment numbers and project-level reality tell different stories, who showed up to read which one?
Aug 5, 2026
California farmland, Australian mandates, and $2.7B in lease buybacks tell one story about who prices risk now.
Jul 30, 2026
Two resource bets, two continents, one structural risk nobody's pricing correctly.
Jul 24, 2026
Gas turbine scarcity, heatwave price spreads, and who carries the risk when utilities pick speed over diversification.
