Grid Infrastructure

Transformers, interconnection queues, transmission build-out, and the physical hardware deciding who gets power and when.

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

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

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

Data Centers

The revenue model long-duration storage still can't find

Jul 8, 2026

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5 min read

The revenue model long-duration storage still can't find

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

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

Data Centers

The grid confession Carlyle, KKR, and BlackRock just made with money

Jun 3, 2026

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6 min read

The grid confession Carlyle, KKR, and BlackRock just made with money

Federal land is the permitting bypass. The practitioner debate says it's more complicated.

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

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

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

Grid Infrastructure

The tax credit gap nobody's underwriting

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

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

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

The revenue model long-duration storage still can't find

The soil matters more than the spend

The grid problem nobody modeled: demand that vanishes

The grid confession Carlyle, KKR, and BlackRock just made with money

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

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

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

An oil company just became a utility

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