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IRA credits, tariffs, trade rules, and the federal and state interventions reshaping capital allocation.
Data Centers
+4
May 13, 2026
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6 min read
Data centers, utility shutoffs, and solar costs drew operators, not advocates. The engagement tells the story.
Apr 22, 2026
Half the 2026 pipeline won't get built. The audience that showed up tells you why...
Capital Flows
Apr 15, 2026
8 min read
Behind-the-meter power, plug-in solar, and the hardware bottleneck reshaping who gets electricity...