AI Infrastructure

Transformer Lead Times

Everyone's arguing over who pays. The transformer line is three years long.

Sep 1, 2026

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6 min read

Everyone's arguing over who pays. The transformer line is three years long.

Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.

Julian Green

PJM Interconnection

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

Aug 25, 2026

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6 min read

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

The nuclear PPA playbook — and why the next deal looks nothing like the first.

Julian Green

Grid Interconnection

Texas froze the queue. Four days later, someone sold 1.25 GW around it.

Aug 11, 2026

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4 min read

Texas froze the queue. Four days later, someone sold 1.25 GW around it.

Energy Vault's largest-ever contract isn't a battery deal. It's a bet that speed-to-power is the product now, and the grid is the competitor.

Julian Green

PJM Interconnection

The pledge doesn't set your rate. Here's what does.

Jul 28, 2026

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5 min read

The pledge doesn't set your rate. Here's what does.

Twenty-three governors signed a promise in Washington. The documents that actually allocate cost were signed in Richmond, Atlanta, and Albany — most of them before the pledge existed.

Julian Green

PSD Permit

+14

90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

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4 min read

90 Gigawatts Announced. 2 Gigawatts Running.

Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.

Julian Green

Microsoft

+12

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

Jul 7, 2026

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4 min read

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.

Julian Green

Energy Policy

Five states, five answers to "who pays for the grid?"

Jun 30, 2026

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4 min read

Five states, five answers to "who pays for the grid?"

Everyone agrees the data center should foot its own bill. No two states agree on what that means — or when it starts.

Julian Green

Energy Policy

+10

FERC didn't pick winners. It started a 60-day clock.

Jun 23, 2026

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4 min read

FERC didn't pick winners. It started a 60-day clock.

The most consequential grid ruling in years is, on paper, an order to write more orders — and that's exactly why it matters.

Julian Green

Energy Policy

FERC says it'll act by June. Watch for the number.

Jun 2, 2026

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4 min read

FERC says it'll act by June. Watch for the number.

One Commission order decides who carries the cost of the grid the AI build-out needs — and the rest of the ecosystem is already positioning around the answer.

Julian Green

Pacifico Energy

+12

The off-grid stack just got an underwriter

May 26, 2026

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4 min read

The off-grid stack just got an underwriter

Three deployments, one template, and a finance structure quietly leaving rate base behind.

Julian Green

PJM Interconnection

May 19, 2026

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4 min read

The pledge is now the problem

Seven hyperscalers promised ratepayers wouldn't pay for AI. Thirty states are writing the rules in case the promise doesn't hold.

Julian Green

PJM Interconnection

The nuclear have-nots are buying 2032 in cash

May 12, 2026

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5 min read

The nuclear have-nots are buying 2032 in cash

When a Bitcoin miner signs a 4 GW nuclear MOU and Constellation refuses to price its next tranche, the supply squeeze isn't a forecast anymore — it's the procurement market.

Julian Green

BloombergNEF

+10

Apr 28, 2026

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4 min read

Batteries are propping up the gas fleet

Nearly a third of new on-site data center battery capacity is now paired with a gas turbine. Storage isn't displacing fossil generation — it's optimizing it.

Julian Green

Energy Policy

Apr 21, 2026

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4 min read

The shadow grid nobody voted for

A year ago, behind-the-meter generation was a workaround. Now it's the strategy — and the utilities holding the interconnection queue are starting to do the math.

Julian Green

AI Infrastructure

Everyone's arguing over who pays. The transformer line is three years long.

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

Texas froze the queue. Four days later, someone sold 1.25 GW around it.

The pledge doesn't set your rate. Here's what does.

90 Gigawatts Announced. 2 Gigawatts Running.

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

Five states, five answers to "who pays for the grid?"

FERC didn't pick winners. It started a 60-day clock.

FERC says it'll act by June. Watch for the number.

The off-grid stack just got an underwriter

The pledge is now the problem

The nuclear have-nots are buying 2032 in cash

Batteries are propping up the gas fleet

The shadow grid nobody voted for

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