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Commercial architect for energy and deep tech companies. Founder, Cortex Momentum.
Data Centers
+4
Aug 5, 2026
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6 min read
California farmland, Australian mandates, and $2.7B in lease buybacks tell one story about who prices risk now.
Energy Transition
Jul 30, 2026
4 min read
Two resource bets, two continents, one structural risk nobody's pricing correctly.
Jul 24, 2026
5 min read
Gas turbine scarcity, heatwave price spreads, and who carries the risk when utilities pick speed over diversification.
+3
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
8 min read
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
9 min read
$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.
Jun 3, 2026
Federal land is the permitting bypass. The practitioner debate says it's more complicated.
Oil & Gas
May 27, 2026
Three practitioners challenged the economics-over-policy thesis. The audience that showed up tells you why.
May 20, 2026
The grid bottleneck is repricing how data centers get built and what gets paired with what.
May 13, 2026
Data centers, utility shutoffs, and solar costs drew operators, not advocates. The engagement tells the story.
May 6, 2026
Behind-the-meter gas, delivery-cost misdirection, and the audience patterns that tracked both.
Apr 29, 2026
7 min read
Solar leads global spending. Multiple CEOs challenged what that actually means for system reliability.
Apr 22, 2026
Half the 2026 pipeline won't get built. The audience that showed up tells you why...
Capital Flows
Apr 15, 2026
Behind-the-meter power, plug-in solar, and the hardware bottleneck reshaping who gets electricity...
Apr 8, 2026
Hyperscalers are acquiring energy companies. The practitioner debate split wide open. -->
