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Dive into a collection of past posts and rediscover timeless content.
Wright at INL // AI Load Surges // PJM Grid Warning // States Go Nuclear

Dec 11, 2025

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7 min read

Wright at INL // AI Load Surges // PJM Grid Warning // States Go Nuclear

Washington talks resilience, states build nuclear, and AI load moves faster than the interconnection queue can keep up.

Marc Oestreich
Marc Oestreich
Trump Targets AI Power Costs // Exxon + NextEra’s 1-GW Build // INL Picks Its First Reactor Experiments

Dec 9, 2025

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8 min read

Trump Targets AI Power Costs // Exxon + NextEra’s 1-GW Build // INL Picks Its First Reactor Experiments

Washington steps into the data-center energy fight, Exxon joins the hyperscaler arms race, and INL greenlights the next wave of advanced reactor experiments.

Marc Oestreich
Marc Oestreich
DOE Backs SMRs // AI Load Goes Vertical // Duke’s Antitrust Trouble

Dec 5, 2025

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8 min read

DOE Backs SMRs // AI Load Goes Vertical // Duke’s Antitrust Trouble

Washington bankrolls SMRs, AI devours the grid, and Duke gets tagged as a monopolist by Trump’s own solicitor general.

Marc Oestreich
Marc Oestreich
Fed Mandates // Vanishing Data Centers // PJM Gridlock

Nov 25, 2025

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6 min read

Fed Mandates // Vanishing Data Centers // PJM Gridlock

America’s demand curve is rising, but the planning curve is stumbling.

Marc Oestreich
Marc Oestreich
Gov’t Buys Reactors // Constellation’s Big Play // Congress Rewrites Efficiency Rules

Nov 21, 2025

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6 min read

Gov’t Buys Reactors // Constellation’s Big Play // Congress Rewrites Efficiency Rules

Washington wants more control over nuclear, less control over appliances, and one very expensive do-over at a long-dead reactor.

Marc Oestreich
Marc Oestreich
Storm-Proof Bills // Agency Power Shifts // PJM’s Gas Reality

Nov 18, 2025

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6 min read

Storm-Proof Bills // Agency Power Shifts // PJM’s Gas Reality

When disasters become normal and regulators face a constitutional shakeup, the grid isn’t just stressed... it’s being rewritten in real time.

Marc Oestreich
Marc Oestreich
UK SMRs // Tribal Veto Fights // Demand Response: The New Nuclear

Nov 14, 2025

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5 min read

UK SMRs // Tribal Veto Fights // Demand Response: The New Nuclear

Today’s grid story is simple: who gets to build what, where, and who actually bends when the system gets tight.

Marc Oestreich
Marc Oestreich
Wednesday Watts: Batteryland

Nov 12, 2025

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6 min read

Wednesday Watts: Batteryland

Grid-scale batteries are sprouting up across the U.S., quietly reshaping how the grid handles demand, disasters, and decarbonization—whether the market wants them or not.

Marc Oestreich
Marc Oestreich
Nuclear labor crunch // State guardrails for big loads // Rates, rage & reality

Nov 11, 2025

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4 min read

Nuclear labor crunch // State guardrails for big loads // Rates, rage & reality

The week’s plot twist: the people who could build our nukes are wiring AI barns, states are finally telling hyperscalers to pay their own way, and politicians keep promising cheaper power like it’s a coupon code.

Marc Oestreich
Marc Oestreich
China’s cheap AI watts // Utilities train for cyber // SPP fuses planning & interconnection

Nov 6, 2025

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5 min read

China’s cheap AI watts // Utilities train for cyber // SPP fuses planning & interconnection

Power is policy now—and everyone’s rewriting the rules: Beijing cuts data-center bills, U.S. utilities pivot from gear to skills, and SPP tries to fix the queue at the root.

Marc Oestreich
Marc Oestreich
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