Energy Equity

Disconnections, community-impact negotiations on infrastructure siting, and tribal and sovereign energy development.

Data Centers

AI load swings are breaking grid equipment on both sides of the meter

Aug 19, 2026

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7 min read

AI load swings are breaking grid equipment on both sides of the meter

The dual save-and-send spike, a gas supply thesis that landed wrong, and NYC's permanent emergency.

Jamie Skaar

Data Centers

Renewables won the bid. The incentive cliff won the decade.

Aug 12, 2026

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5 min read

Renewables won the bid. The incentive cliff won the decade.

When deployment numbers and project-level reality tell different stories, who showed up to read which one?

Jamie Skaar

Data Centers

The AI buildout is rerouting onto land nobody wanted two years ago

Jul 1, 2026

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8 min read

The AI buildout is rerouting onto land nobody wanted two years ago

Federal sites, oil fields, Superfund parcels, and the gas turbine scramble behind all of it.

Jamie Skaar

Data Centers

The grid confession Carlyle, KKR, and BlackRock just made with money

Jun 3, 2026

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6 min read

The grid confession Carlyle, KKR, and BlackRock just made with money

Federal land is the permitting bypass. The practitioner debate says it's more complicated.

Jamie Skaar

Data Centers

13.4 million disconnections. The audience that noticed.

May 13, 2026

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6 min read

13.4 million disconnections. The audience that noticed.

Data centers, utility shutoffs, and solar costs drew operators, not advocates. The engagement tells the story.

Jamie Skaar

Data Centers

Apr 22, 2026

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6 min read

Phantom data centers and the equipment contracts that matter

Half the 2026 pipeline won't get built. The audience that showed up tells you why...

Jamie Skaar

Energy Equity

AI load swings are breaking grid equipment on both sides of the meter

Renewables won the bid. The incentive cliff won the decade.

The AI buildout is rerouting onto land nobody wanted two years ago

The grid confession Carlyle, KKR, and BlackRock just made with money

13.4 million disconnections. The audience that noticed.

Phantom data centers and the equipment contracts that matter

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