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Oliver Buchannon
Marc Oestreich
FERC Shields Ratepayers // California Solar Loses Again // Ohio Flirts With Utility Nuclear

Mar 12, 2026

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7 min read

FERC Shields Ratepayers // California Solar Loses Again // Ohio Flirts With Utility Nuclear

Data center cost fights move to FERC, California’s rooftop solar rollback survives court review, and Ohio lawmakers eye a nuclear carveout.

Marc Oestreich
Marc Oestreich
Arizona Kills Mandates // MISO-SPP Eye Big Wires // China Pushes Nuclear

Mar 10, 2026

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8 min read

Arizona Kills Mandates // MISO-SPP Eye Big Wires // China Pushes Nuclear

Arizona scraps its renewable standard, two grid operators consider major cross-border transmission, and China keeps sprinting toward a nuclear-heavy future.

Marc Oestreich
Marc Oestreich
Advanced Nuclear Reactor // Centralia Coal Orders // Grid Investment

Mar 5, 2026

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8 min read

Advanced Nuclear Reactor // Centralia Coal Orders // Grid Investment

A Natrium reactor gets the green light, Washington finds itself flush with electricity, and battery storage keeps scaling.

Marc Oestreich
Marc Oestreich
PJM Fast-Tracks // States Mine Surplus // The Politics of Capacity

Mar 3, 2026

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8 min read

PJM Fast-Tracks // States Mine Surplus // The Politics of Capacity

PJM fast-tracks megawatts, states mine surplus interconnections, and the politics of capacity gets louder.

Marc Oestreich
Marc Oestreich
AI Pledge // $26.5B Loan // Surging Prices

Feb 26, 2026

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7 min read

AI Pledge // $26.5B Loan // Surging Prices

The White House courts hyperscalers. DOE writes its biggest check ever. Wholesale power prices climb. The build cycle accelerates.

Marc Oestreich
Marc Oestreich
The Five-Year Bet // 50 GW Warnings // 5 MW Reactor in the Sky

Feb 24, 2026

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7 min read

The Five-Year Bet // 50 GW Warnings // 5 MW Reactor in the Sky

Utilities lock in AI demand. Regulators circle large loads. Nuclear moves from paper to payload.

Marc Oestreich
Marc Oestreich
EPA Eases Coal Rules // DOE Backs Uranium Supply // PJM Approves Billions in Wires

Feb 19, 2026

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8 min read

EPA Eases Coal Rules // DOE Backs Uranium Supply // PJM Approves Billions in Wires

Coal plants get a regulatory lifeline. Nuclear fuel gets strategic realignment. Transmission expands around data center load.

Marc Oestreich
Marc Oestreich
Treasury Tightens Credits // TVA Slows Coal Retirements // Utilities Bet $103B on Load Growth

Feb 17, 2026

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8 min read

Treasury Tightens Credits // TVA Slows Coal Retirements // Utilities Bet $103B on Load Growth

FEOC compliance gets real. Coal refuses to die quietly. And Duke and AEP are building like AI demand is permanent.

Marc Oestreich
Marc Oestreich
VA and GRID Rent-Seeking // Coal for Defense // Building Codes

Feb 12, 2026

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8 min read

VA and GRID Rent-Seeking // Coal for Defense // Building Codes

Congress wants hyperscalers off it. Virginia wants them to pay more. No one wants to build faster.

Marc Oestreich
Marc Oestreich
Data Centers Hit a Wall // VPPs in NJ // Say Bye to Good Neighbors

Feb 10, 2026

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8 min read

Data Centers Hit a Wall // VPPs in NJ // Say Bye to Good Neighbors

New York pauses AI infrastructure. Trump seeks voluntary compacts. Regulators reach for workarounds as supply lags demand.

Marc Oestreich
Marc Oestreich
Consumer-Regulated Power // TVA and Load // Nuclear Rules Loosen

Feb 5, 2026

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8 min read

Consumer-Regulated Power // TVA and Load // Nuclear Rules Loosen

Private power contracts move from theory to policy. Utilities confront demand reality. Nuclear regulation quietly shifts downstream.

Marc Oestreich
Marc Oestreich
Rates Hold // NERC Demand Rise // Nuclear Scale Challenges

Feb 3, 2026

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8 min read

Rates Hold // NERC Demand Rise // Nuclear Scale Challenges

A new national rate study complicates the affordability narrative, NERC quietly raises the demand ceiling, DOE leans harder on emergency powers, and nuclear policy shifts from reactors to reality.

Marc Oestreich
Marc Oestreich
Data Centers Reshape Power Markets // Emergency Authority Expands // Nuclear Fuel Gets Real

Jan 29, 2026

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7 min read

Data Centers Reshape Power Markets // Emergency Authority Expands // Nuclear Fuel Gets Real

As AI demand collides with grid constraints, Washington tightens its messaging, DOE leans on emergency powers, and nuclear policy quietly moves downstream to fuel and infrastructure.

Marc Oestreich
Marc Oestreich
The Grid Holds (Mostly) // Nuclear Rebuilds // Emergency Powers Activate

Jan 27, 2026

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9 min read

The Grid Holds (Mostly) // Nuclear Rebuilds // Emergency Powers Activate

A historic winter storm strains the system, federal emergency tools surface, and nuclear supply chains quietly reassemble.

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

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