Insights · Lane
Energy Filtered view.
Load growth, interconnection, markets, and policy.
1A
Power Brief
Weekly · Turbine Desk, Grid & Markets, Builders & AI
Power Brief: Energy
1B
Market Read
Monthly · one theme, in depth
Market Read: Energy
Market Read
The new capacity is already spinning
New large gas turbines ordered today are next-decade assets. Until they arrive, the AI-era demand surge lands on the fleet already in the ground, and value moves to reliability, outages, upgrades, and the people who keep existing machines running.
October 2026 · Turbines · Energy · AI in Operations
Market Read
The AI boom is a delivery problem
Announced data-center load could remake the U.S. grid. The constraint is no longer chips or capital. It is who can study real load, clear interconnection, and put firm power on the ground.
October 2026 · Energy · AI in Operations