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Dive into a collection of past posts and rediscover timeless content.
AI Stresses Capacity Markets // Nuclear Integrity Shock // Venezuela’s Power Ripples

Jan 8, 2026

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8 min read

AI Stresses Capacity Markets // Nuclear Integrity Shock // Venezuela’s Power Ripples

Data centers push capacity markets to the limit, DOE steps in on reliability, and state power prices keep diverging.

Marc Oestreich
Marc Oestreich
ISO-NE Rethinks Capacity // Trump Freezes Offshore Wind // Permitting Reform Crawls Forward // Nuclear Back in Play

Jan 6, 2026

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9 min read

ISO-NE Rethinks Capacity // Trump Freezes Offshore Wind // Permitting Reform Crawls Forward // Nuclear Back in Play

ISO-NE rethinks capacity markets, offshore wind hits a hard pause, and nuclear money finally shows up.

Marc Oestreich
Marc Oestreich
Special Issue: The U.S. Now Runs Venezuela. Step One: Electricity.

Jan 5, 2026

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10 min read

Special Issue: The U.S. Now Runs Venezuela. Step One: Electricity.

With Maduro removed, Washington now inherits Venezuela’s broken grid. Oil can wait. First we find out whether the lights can stay on.

Marc Oestreich
Marc Oestreich
2025 Year in Review: Demand Breaks Out, Prices Spike, The Grid Pushes Back

Dec 29, 2025

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10 min read

2025 Year in Review: Demand Breaks Out, Prices Spike, The Grid Pushes Back

The year electricity stopped humoring our assumptions.

Marc Oestreich
Marc Oestreich
Gridlock for Christmas // Offshore Wind Freeze // Permitting Breakthrough? // PJM Under Pressure

Dec 23, 2025

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8 min read

Gridlock for Christmas // Offshore Wind Freeze // Permitting Breakthrough? // PJM Under Pressure

A year-end reality check on supply, transmission, and why the grid didn’t get what it asked for in 2025.

Marc Oestreich
Marc Oestreich
Trump Eyes Fusion // Data Center Price Panic // Portable Nuclear Gets Real // Grid in Emergency Mode

Dec 18, 2025

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8 min read

Trump Eyes Fusion // Data Center Price Panic // Portable Nuclear Gets Real // Grid in Emergency Mode

Fusion intrigue, data-center scapegoating, portable reactors, and why misunderstanding AI load is how countries lose industrial leadership.

Marc Oestreich
Marc Oestreich
C3 Summit Edition: Permitting Breaks // Firm Power Wins // AI Moves Around Government

Dec 16, 2025

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9 min read

C3 Summit Edition: Permitting Breaks // Firm Power Wins // AI Moves Around Government

Permitting delays, AI-driven demand, and why the grid’s biggest constraint is no longer technology.

Marc Oestreich
Marc Oestreich
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
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