Topics & Coverage
Analysis of the forces reshaping American energy
Data Center Power
How AI and cloud demand are reshaping load forecasts, procurement, and grid planning.
Nuclear Renaissance
Tech giants signing nuclear deals. Shuttered plants restarting. SMRs going from concept to construction.
Grid Reliability
Generation retirements, load growth, and interconnection delays are raising reliability concerns.
AI Power Tracker
Company-by-company dashboard: who's consuming how much, nuclear deals, grid stress, and $600B+ in CapEx.
Critical Minerals Tracker
Project Vault's $12B stockpile, China's processing dominance, domestic mining, and the minerals powering the energy transition.
Solar Energy
Utility-scale development, rooftop solar policy, net metering changes, and domestic manufacturing.
Wind Energy
America's wind belt: Texas turbines, Midwest megaprojects, repowering wave.
Offshore Wind
Project updates, PPA cancellations, and the status of the U.S. offshore buildout.
Energy Storage
Grid-scale batteries, long-duration storage, and storage's role in reliability and renewable integration.
Tesla Energy Tracker
Megapack deployments, Virtual Power Plants, Supercharger network, and Autobidder AI grid trading.
Oil & Gas
Natural gas, LNG exports, pipelines, and fossil fuel's evolving role in the energy mix.
₿Crypto Mining
Where cryptocurrency meets the power grid. Mining operations, ERCOT load, and grid flexibility.
ERCOT (Texas)
The Texas Interconnection, isolated from other U.S. grids and managing rapid load growth from data centers and crypto.
PJM (Mid-Atlantic)
North America's largest grid, facing rising data center load and tighter capacity conditions.
MISO (Midwest)
15 states from the Gulf to Canada, with major renewable growth and a $10B+ transmission plan.
SPP (Great Plains)
America's wind belt leader, regularly exceeding 70% renewable penetration.
CAISO (California)
Leading the solar buildout, managing the duck curve and expanding Western markets.
NYISO (New York)
Navigating the clean energy transition in America's most complex electricity market.
ISO-NE (New England)
Winter reliability challenges, offshore wind integration, and gas dependence concerns.
Policy & Regulatory
FERC orders, DOE programs, state PUC decisions, and the rules shaping energy's future.
DOGE Energy Tracker
Tracking DOGE's impact on DOE: budget cuts, staff reductions, program cancellations, and the scorecard.
Permitting Reform
The SPEED Act, FERC queue reform, and NEPA overhaul. Tracking efforts to speed up building.
Utility Rates
Why electric bills keep rising: rate cases, affordability, and cost allocation.
Wholesale Prices
Historical wholesale price trends, capacity auctions, and how grid costs are changing.
Project Tracker
Follow America's biggest energy infrastructure projects from development to operation.
Data Center Pipeline
Every major data center project in development, with power requirements and timelines.
Queue Tracker
Interconnection queues across all RTOs: what is trying to connect to the grid.
Power & Grid Archive
Generation, grid operations, utilities, and infrastructure stories.
Data Centers Archive
AI infrastructure, hyperscaler deals, and load growth stories.
Transmission Archive
High-voltage lines, interconnections, and grid buildout.
Renewables Archive
Solar, wind, storage, and clean energy transition stories.