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Battery economics, manufacturing supply chains, and the commoditization shaping who captures the storage market.
Energy Transition
+4
Sep 2, 2026
•
5 min read
Utah's grid moved without Washington. The audience that noticed wasn't solar.
Data Centers
Jul 8, 2026
Storage is proven. The capacity market isn't buying. And the addition-not-transition thesis drew its sharpest practitioner split yet.
Oil & Gas
May 6, 2026
8 min read
Behind-the-meter gas, delivery-cost misdirection, and the audience patterns that tracked both.
Apr 8, 2026
Hyperscalers are acquiring energy companies. The practitioner debate split wide open. -->