Archive

Dive into a collection of past posts and rediscover timeless content.

NextEra’s 130-GW Bet // Pennsylvania’s Load Tariff // Commercial Power Takes Over

May 19, 2026

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7 min read

NextEra’s 130-GW Bet // Pennsylvania’s Load Tariff // Commercial Power Takes Over

The AI power fight is moving from siting fights to cost allocation, utility consolidation, tariff design, and the awkward little question of who pays to build the grid.

Marc Oestreich

NIMBYs Hate AI // PJM’s Market Reckoning // Europe Needs Gas

May 14, 2026

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6 min read

NIMBYs Hate AI // PJM’s Market Reckoning // Europe Needs Gas

Americans oppose local AI infrastructure by almost 3-to-1, PJM faces a governance reckoning, and Europe starts looking for domestic gas as Hormuz tightens the vise.

Marc Oestreich

PJM Fast-Tracks 11.8 GW // ACP Counts the Cost of Capacity Delays // Texas Has 410 GW in Load Requests

May 12, 2026

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6 min read

PJM Fast-Tracks 11.8 GW // ACP Counts the Cost of Capacity Delays // Texas Has 410 GW in Load Requests

PJM is moving 51 projects to the front of the line, ACP puts a human cost on data center moratoria, and Texas is finding out what happens when every developer treats the grid queue like a free lottery ticket.

Marc Oestreich

NJ Nuclear Renaissance // Data Center Strains // AEP Weighs PJM/SPP Exit

May 7, 2026

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6 min read

NJ Nuclear Renaissance // Data Center Strains // AEP Weighs PJM/SPP Exit

This week, we examine shifts in nuclear policy, the reliability threat from AI data centers, and the need for peaker plants through 2029.

Marc Oestreich

PJM Capacity Fight // China’s Power Reality // Turbine Bottlenecks

Apr 30, 2026

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4 min read

PJM Capacity Fight // China’s Power Reality // Turbine Bottlenecks

Capacity fights hit PJM, prices climb, and a $1.4T grid buildout starts to show its seams.

Marc Oestreich

Solar Overtakes Coal // Court Revives 57 GW // New England Wants $1.5B Back

Apr 23, 2026

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5 min read

Solar Overtakes Coal // Court Revives 57 GW // New England Wants $1.5B Back

Ember says clean power met all demand growth in 2025, a federal court blocks Trump-era anti-renewables moves, and ratepayers in New England want their transmission money back.

Marc Oestreich

FERC Tests the Lines // MISO’s 35% Jump // The Scarcity Trap

Apr 21, 2026

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5 min read

FERC Tests the Lines // MISO’s 35% Jump // The Scarcity Trap

Federal regulators edge into data center rules, MISO braces for a 35% load jump, and a new white paper argues America didn’t run out of power. It ran out of permission to build.

Marc Oestreich

Colorado Optimizes // $1.4T Buildout // BYO Power // Free Electricity (Sort Of)

Apr 16, 2026

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5 min read

Colorado Optimizes // $1.4T Buildout // BYO Power // Free Electricity (Sort Of)

A $1.4T build cycle, states squeezing more out of the grid, and Britain paying people to use power.

Marc Oestreich

PJM’s Capacity Patch // Fusion Gets Another Push // Cyber Vigilance Rises // Turbine Crunch Deepens

Apr 14, 2026

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9 min read

PJM’s Capacity Patch // Fusion Gets Another Push // Cyber Vigilance Rises // Turbine Crunch Deepens

PJM is moving to secure new generation, Washington is leaning further into fusion, and the real constraint on gas buildout may now be the factory floor.

Marc Oestreich

Pew Shift // Rate Hikes March On // Nuclear Money in Texas // Western Markets Link Up

Apr 7, 2026

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9 min read

Pew Shift // Rate Hikes March On // Nuclear Money in Texas // Western Markets Link Up

Public opinion bends, bills rise, and the grid keeps doing what it always does: forcing reality into the conversation.

Marc Oestreich

Archive

Dive into a collection of past posts and rediscover timeless content.

NextEra’s 130-GW Bet // Pennsylvania’s Load Tariff // Commercial Power Takes Over

NIMBYs Hate AI // PJM’s Market Reckoning // Europe Needs Gas

PJM Fast-Tracks 11.8 GW // ACP Counts the Cost of Capacity Delays // Texas Has 410 GW in Load Requests

NJ Nuclear Renaissance // Data Center Strains // AEP Weighs PJM/SPP Exit

PJM Capacity Fight // China’s Power Reality // Turbine Bottlenecks

Solar Overtakes Coal // Court Revives 57 GW // New England Wants $1.5B Back

FERC Tests the Lines // MISO’s 35% Jump // The Scarcity Trap

Colorado Optimizes // $1.4T Buildout // BYO Power // Free Electricity (Sort Of)

PJM’s Capacity Patch // Fusion Gets Another Push // Cyber Vigilance Rises // Turbine Crunch Deepens

Pew Shift // Rate Hikes March On // Nuclear Money in Texas // Western Markets Link Up

Grid Brief