Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open
A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity is being announced at roughly 435 megawatts a...
16 Jun 43min
The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds ...
2 Jun 43min
The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close
As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines pro...
19 Mai 1h 2min
Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem
Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As ren...
5 Mai 39min
The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?
Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a b...
21 Apr 1h
Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...
7 Apr 45min
The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different
Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the tec...
24 Mar 56min
The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age
What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains,...
10 Mar 1h 4min
