Data Centers

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

PJM

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

Bloom Energy

Project Jupiter just changed the math on BTM gas

May 5, 2026

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4 min read

Project Jupiter just changed the math on BTM gas

Project Jupiter just rewrote the regulatory baseline. Here's what that means for the private capital sitting in BTM gas platforms.

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

Data Centers

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

The nuclear have-nots are buying 2032 in cash

Project Jupiter just changed the math on BTM gas

Batteries are propping up the gas fleet

The shadow grid nobody voted for

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Data Centers

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

The nuclear have-nots are buying 2032 in cash

Project Jupiter just changed the math on BTM gas

Batteries are propping up the gas fleet

The shadow grid nobody voted for

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