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Energy Policy

Energy Policy

+7

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

Jun 2, 2026

•

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
Julian Green

Energy Policy

+4

The shadow grid nobody voted for

Apr 21, 2026

•

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
Julian Green

Weekly energy intelligence for the AI era

The weekly energy intelligence briefing for investors, developers, and operators navigating the AI power buildout — grid trends, deal flow, and policy. Let's plug in together! 🔌

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