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Dive into a collection of past posts and rediscover timeless content.
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
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
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Fossil fuels, renewables, nuclear, and the grid. Read by investors, executives, engineers, policymakers, and more.

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