Energy Policy

IRA credits, tariffs, trade rules, and the federal and state interventions reshaping capital allocation.

Energy Transition

Solar's winning where nobody's watching the contracts

Sep 2, 2026

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5 min read

Solar's winning where nobody's watching the contracts

Utah's grid moved without Washington. The audience that noticed wasn't solar.

Jamie Skaar

Oil & Gas

Copenhagen heats 98% of its buildings. New York just funded one feasibility study.

Aug 26, 2026

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6 min read

Copenhagen heats 98% of its buildings. New York just funded one feasibility study.

District heating hit a nerve. The retrofit engineers and construction operators showed up.

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 tax credit gap nobody's underwriting

Aug 5, 2026

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6 min read

The tax credit gap nobody's underwriting

California farmland, Australian mandates, and $2.7B in lease buybacks tell one story about who prices risk now.

Jamie Skaar

Energy Transition

TVA bet gas. Spain bet solar. Same ratepayer question.

Jul 30, 2026

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4 min read

TVA bet gas. Spain bet solar. Same ratepayer question.

Two resource bets, two continents, one structural risk nobody's pricing correctly.

Jamie Skaar

Data Centers

TVA dropped wind. The ratepayer math didn't flinch.

Jul 24, 2026

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5 min read

TVA dropped wind. The ratepayer math didn't flinch.

Gas turbine scarcity, heatwave price spreads, and who carries the risk when utilities pick speed over diversification.

Jamie Skaar

Data Centers

The revenue model long-duration storage still can't find

Jul 8, 2026

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5 min read

The revenue model long-duration storage still can't find

Storage is proven. The capacity market isn't buying. And the addition-not-transition thesis drew its sharpest practitioner split yet.

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

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

Capital Flows

Apr 15, 2026

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8 min read

An oil company just became a utility

Behind-the-meter power, plug-in solar, and the hardware bottleneck reshaping who gets electricity...

Jamie Skaar

Energy Policy

Solar's winning where nobody's watching the contracts

Copenhagen heats 98% of its buildings. New York just funded one feasibility study.

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

The tax credit gap nobody's underwriting

TVA bet gas. Spain bet solar. Same ratepayer question.

TVA dropped wind. The ratepayer math didn't flinch.

The revenue model long-duration storage still can't find

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

13.4 million disconnections. The audience that noticed.

Phantom data centers and the equipment contracts that matter

An oil company just became a utility

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