2026 trends: Gas turbines, Texas’ load queue and China electrifies
It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization. And per what has become tradition, N...
15 Jan 46min
The VC case for 'full stack deeptech'
For “deep tech” or industrial tech investors, a captivating idea on paper doesn’t always translate into a sustainable or viable business. Even a remarkable technological breakthrough isn’t guaranteed ...
8 Jan 52min
How AI is changing weather forecasting
Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integr...
2 Jan 44min
The gas turbine crunch
Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement const...
26 Des 202538min
Will inference move to the edge?
Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications bec...
18 Des 202547min
Can AI revolutionize EPC?
Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like da...
11 Des 202535min
Who benefits from the AI power bottleneck?
The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play ...
4 Des 202534min
Looking for a turnaround in transmission
After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO...
20 Nov 202529min
