Off-Grid Power

Grid Interconnection

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

Aug 11, 2026

•

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

Pacifico Energy

+12

The off-grid stack just got an underwriter

May 26, 2026

•

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

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! 🔌

Off-Grid Power

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

The off-grid stack just got an underwriter

Home

Recent Issues

Authors

Advertise