Archive

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

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

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
Utilities vs. AI // AEP joins capex super-cycle // Entergy gas

Utilities vs. AI // AEP joins capex super-cycle // Entergy gas

America’s power story is colliding timelines: utilities plan in decades; AI scales in quarters.

Marc Oestreich
Marc Oestreich
$80B New Nukes // FERC vs. Big Loads // Solar Supply Chain Onshore

$80B New Nukes // FERC vs. Big Loads // Solar Supply Chain Onshore

AI’s power binge just met three powerful counter-moves: a federal-backed nuke buildout, regulators drawing new lines, and a U.S. solar supply chain finally stitched end-to-end.

Marc Oestreich
Marc Oestreich
Data Centers Drive a Load Boom — and Washington Grabs the Wheel

Data Centers Drive a Load Boom — and Washington Grabs the Wheel

Peak demand surges 50%, Big Tech revives nukes, and DOE wants more power over power.

Marc Oestreich
Marc Oestreich
FERC presses MISO on merchant lines // Amazon bankrolls SMRs // DOE maps a fusion fast-track

FERC presses MISO on merchant lines // Amazon bankrolls SMRs // DOE maps a fusion fast-track

Planning rules, private nuclear, and a public-private fusion roadmap—all against a backdrop of surging storage and AI-driven load.

Marc Oestreich
Marc Oestreich
Deep Dive: Puerto Rico’s Grid Reboot

Deep Dive: Puerto Rico’s Grid Reboot

After decades of political control and blackout after blackout, Puerto Rico’s grid is finally being rebuilt — and this time, physics and markets might win... let's hope.

Marc Oestreich
Marc Oestreich
PJM’s Storage Math // NYISO Reliability Squeeze // Army’s Microreactors

PJM’s Storage Math // NYISO Reliability Squeeze // Army’s Microreactors

PJM says tens of gigawatts of batteries or prices go vertical, New York’s reserve margins erode without firm megawatts, and the Army lines up reactors for nine bases.

Marc Oestreich
Marc Oestreich
GridBrief: DOE Shake-Up // Microreactor Pivot // (Chart) Where Generation Moved This Week

GridBrief: DOE Shake-Up // Microreactor Pivot // (Chart) Where Generation Moved This Week

DOE signals a purge at clean-energy grant shops, Radiant ditches Wyoming for Oak Ridge over waste rules, and our map shows which grids carried (or shed) load.

Marc Oestreich
Marc Oestreich
GridBrief Explains: The Great Cable Swap

GridBrief Explains: The Great Cable Swap

Why the future of the grid depends on better wires, not bigger plans.

Marc Oestreich
Marc Oestreich
GOP Takes FERC // IEA Slashes U.S. Renewables Outlook // Renewables Top Coal

GOP Takes FERC // IEA Slashes U.S. Renewables Outlook // Renewables Top Coal

Senate hands FERC a Republican majority, the new global renewables outlook doubles capacity but cuts the U.S. forecast, and Ember says wind/solar finally edge out coal worldwide.

Marc Oestreich
Marc Oestreich
Data Centers Out of Space // Russian Hackers Hit Infra // Texas Gas Plants in Limbo

Data Centers Out of Space // Russian Hackers Hit Infra // Texas Gas Plants in Limbo

Vacancies vanish in colocation markets as power bottlenecks mount, Russian state hackers target U.S. critical infrastructure, and Texas regulators balk at Entergy’s gas buildout costs.

Marc Oestreich
Marc Oestreich
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