Energy Security

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

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

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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