Grid Infrastructure

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

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 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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