Insights
What we read, watch, and write about - because our buyers do too.
The forces shaping U.S. power infrastructure right now - interconnection queues exceeding four years in major ISOs, AI-driven demand growth outstripping grid build-out, transformer supply constraints, workforce shortages, shifting federal policy on data-center cost allocation, and the financial architecture of the IRA - affect every offtake conversation we have. The pages below are how we track and explain those forces. They serve the buyer's internal review committee as well as ours.
Two Collections
Industry News
Analysis and commentary on the trends reshaping U.S. power markets, grid reliability, and dedicated power infrastructure. Recent coverage includes:
- FERC's Co-Location Order: What the New PJM Rules Mean for Data Center Power
- Bring Your Own Power: Washington Signals a New Rule for AI Data Centers
- Speed-to-Power: Data Center Interconnection Alternatives - utility queues now average 53 months nationally; PJM and CAISO exceed 58
- Eric Schmidt Warns: America May Need 92 GW More Power for AI
- Transformer Supply in 2026: A Constraint That's Reshaping Grid Development
- The Power Industry's Hidden Constraint: Why Workforce Shortages Are Becoming a Grid Risk
- Quiet, Efficient Power: A 214 MW RICE Plant Designed for Communities
- Fragile Grids, Rising Demand: Why Hardening Is No Longer Optional
Energy Credits
Buyer's guide to the federal credits that affect the levelized cost and contractual structure of a behind-the-meter offtake - 48E, 45Y, 45Q, 45U, 45X, transferability under Section 6418, and direct pay under Section 6417 - plus the bonus credit framework and state-level programs in our active development geographies.