Energy Security

Supply chain sovereignty, capacity adequacy, and the chokepoint risks driving capital toward domestic and diversified assets.

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 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

Energy Transition

Jun 17, 2026

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9 min read

The soil matters more than the spend

$7 billion in fossil fuel ads moved nothing. The audience signal explains why.

Jamie Skaar

Oil & Gas

Gas killed coal. The market is debating what kills gas.

May 27, 2026

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6 min read

Gas killed coal. The market is debating what kills gas.

Three practitioners challenged the economics-over-policy thesis. The audience that showed up tells you why.

Jamie Skaar

Data Centers

Batteries chose gas first. The capital followed.

May 20, 2026

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9 min read

Batteries chose gas first. The capital followed.

The grid bottleneck is repricing how data centers get built and what gets paired with what.

Jamie Skaar

Oil & Gas

Generation is outrunning the grid. Nobody agrees on what breaks first.

Apr 29, 2026

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7 min read

Generation is outrunning the grid. Nobody agrees on what breaks first.

Solar leads global spending. Multiple CEOs challenged what that actually means for system reliability.

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

Oil & Gas

Google bought the developer. The grid model broke.

Apr 8, 2026

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8 min read

Google bought the developer. The grid model broke.

Hyperscalers are acquiring energy companies. The practitioner debate split wide open. -->

Jamie Skaar

Energy Security

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

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

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

The soil matters more than the spend

Gas killed coal. The market is debating what kills gas.

Batteries chose gas first. The capital followed.

Generation is outrunning the grid. Nobody agrees on what breaks first.

An oil company just became a utility

Google bought the developer. The grid model broke.

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