Utility Economics

Rate cases, regulated-monopoly incentives, and how utility profits get made while customer outcomes diverge.

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

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 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

Data Centers

Batteries chose gas first. The capital followed.

May 20, 2026

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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

Data Centers

13.4 million disconnections. The audience that noticed.

May 13, 2026

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6 min read

13.4 million disconnections. The audience that noticed.

Data centers, utility shutoffs, and solar costs drew operators, not advocates. The engagement tells the story.

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

Oil & Gas

Google bought the developer. The grid model broke.

Apr 8, 2026

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8 min read

Google bought the developer. The grid model broke.

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

Jamie Skaar

Utility Economics

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 soil matters more than the spend

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

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

Batteries chose gas first. The capital followed.

13.4 million disconnections. The audience that noticed.

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

Phantom data centers and the equipment contracts that matter

Google bought the developer. The grid model broke.

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