Behind-the-Meter Generation
PJM
+8
May 19, 2026
•
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.
PJM
+8
May 12, 2026
•
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.
