Energy Transition

Renewables forecasting, fuel-mix shifts, and the decarbonization economics separating narrative from outcome.

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

Energy Transition

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

Jul 16, 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

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

Data Centers

The grid problem nobody modeled: demand that vanishes

Jun 10, 2026

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8 min read

The grid problem nobody modeled: demand that vanishes

1,500 MW disappeared in 82 seconds. The audience composition tells you who's exposed.

Jamie Skaar

Oil & Gas

A parallel gas grid is going up. Nobody's counting it.

May 6, 2026

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8 min read

A parallel gas grid is going up. Nobody's counting it.

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

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

Energy Transition

The tax credit gap nobody's underwriting

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

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

The soil matters more than the spend

The grid problem nobody modeled: demand that vanishes

A parallel gas grid is going up. Nobody's counting it.

Phantom data centers and the equipment contracts that matter

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