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Energy Policy

Energy Policy

+6

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
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
Julian Green

Energy Policy

+7

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
Julian Green

Energy Policy

+4

The shadow grid nobody voted for

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
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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