Oil & Gas

Crude and refined markets, geopolitics, chokepoints, and the parallel gas infrastructure going up alongside the electric grid

Data Centers

The grid problem nobody modeled: demand that vanishes

Jun 10, 2026

•

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

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

May 27, 2026

•

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

Data Centers

Batteries chose gas first. The capital followed.

May 20, 2026

•

9 min read

Batteries chose gas first. The capital followed.

The grid bottleneck is repricing how data centers get built and what gets paired with what.

Jamie Skaar

Oil & Gas

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

May 6, 2026

•

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

•

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

Oil & Gas

Google bought the developer. The grid model broke.

Apr 8, 2026

•

8 min read

Google bought the developer. The grid model broke.

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

Jamie Skaar

Oil & Gas

The grid problem nobody modeled: demand that vanishes

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

Batteries chose gas first. The capital followed.

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

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

Google bought the developer. The grid model broke.

Quick Links

Subscription

Socials