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Oliver Buchannon
Marc Oestreich
Nuclear on Fast-Track // Rate Freezes Spread // Winter Stress Test

Jan 22, 2026

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9 min read

Nuclear on Fast-Track // Rate Freezes Spread // Winter Stress Test

Prices are rising, timelines are shrinking, and governors are running out of room to hide from grid math.

Marc Oestreich
Marc Oestreich
Grid Today: PJM Is Improvising

Jan 20, 2026

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8 min read

Grid Today: PJM Is Improvising

Emergency auctions, court reversals, and governors colliding with AI-driven load growth.

Marc Oestreich
Marc Oestreich
FERC Mess // New York Goes 8 GW // Microsoft “Rate Shield” // Blue State Bills // Nukes on the Moon

Jan 15, 2026

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10 min read

FERC Mess // New York Goes 8 GW // Microsoft “Rate Shield” // Blue State Bills // Nukes on the Moon

FERC gets messier, New York goes bigger on nuclear, and Microsoft volunteers for a political narrative that won’t stay “voluntary.”

Marc Oestreich
Marc Oestreich
Islanded Loads // Illinois Goes All-In on Flex // Data Centers Get the “Pay Your Way” Treatment

Jan 13, 2026

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8 min read

Islanded Loads // Illinois Goes All-In on Flex // Data Centers Get the “Pay Your Way” Treatment

Big Tech builds its own power, Illinois buys flexibility, and the first real wave of data-center backlash starts to crest.

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

Nov 4, 2025

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6 min read

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

Oct 31, 2025

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5 min read

$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

Oct 28, 2025

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6 min read

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

Oct 21, 2025

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6 min read

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
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Grid Brief

Fossil fuels, renewables, nuclear, and the grid. Read by investors, executives, engineers, policymakers, and more.

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