Energy Storage

Battery economics, manufacturing supply chains, and the commoditization shaping who captures the storage market.

Data Centers

Jul 8, 2026

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5 min read

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

Jamie Skaar

Oil & Gas

May 6, 2026

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8 min read

Behind-the-meter gas, delivery-cost misdirection, and the audience patterns that tracked both.

Jamie Skaar

Oil & Gas

Apr 8, 2026

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8 min read

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

Jamie Skaar

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