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A reckoning for the ‘electro-bros’
Live from Transition-AI in San Francisco, we stress-test Silicon Valley's energy assumptions.
54 minApr 20, 2026 -
The natural gas ‘bridge’ becomes a highway
What’s behind the big natural gas bets from Meta, Microsoft, and Google?
63 minApr 10, 2026 -
Have we run out of big ideas to fix the grid?
The fight over data centers reveals a deeper crisis over our inability to plan and coordinate at scale.
62 minApr 3, 2026 -
The demand stack: Turning customers into grid capacity
As load growth accelerates, utilities have a chance to make demand-side programs into planning-grade resources.
28 minMar 31, 2026 -
Grid utilization vs expansion: The 100 GW debate
As the race for powered land intensifies, utilities are facing a hard question: build more, or use better?
57 minMar 27, 2026 -
State of the transition: Oil shocks, power prices, and grid bottlenecks
Michael Cembalest on how geopolitics, power markets, and infrastructure constraints are colliding.
81 minMar 20, 2026 -
Iran, energy shocks, and the case for distributed power
Oil and gas shocks are colliding with a trillion-dollar grid buildout — and a new idea for unlocking capacity.
63 minMar 13, 2026 -
The White House AI power pledge: Political theater or policy?
President Trump this week secured a commitment from major tech companies to pay for their own data center power costs.
60 minMar 6, 2026








