The Energy Intelligence Behind the AI Era
Weekly briefings for investors, developers, and operators navigating the power buildout. Free to read. Essential to follow.
⚡ Grid Intelligence
Weekly analysis of AI energy demand, grid constraints, and infrastructure investment
💰 Deal Flow
Data center financing, PPA structures, utility partnerships, and M&A activity
📋 Policy & Regulation
State tariffs, FERC rulings, hyperscaler commitments, & grid modernization policy
Recent Posts
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.
