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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.
Jul 16, 2026
When deployment numbers and project-level reality tell different stories, who showed up to read which one?
Jul 8, 2026
Storage is proven. The capacity market isn't buying. And the addition-not-transition thesis drew its sharpest practitioner split yet.
Jul 1, 2026
Federal sites, oil fields, Superfund parcels, and the gas turbine scramble behind all of it.
Jun 24, 2026
Data center water risk is local, not national. The practitioner debate moved to peak draw.
Jun 17, 2026
$7 billion in fossil fuel ads moved nothing. The audience signal explains why.
Jun 10, 2026
1,500 MW disappeared in 82 seconds. The audience composition tells you who's exposed.
