- Essays··7 min read
Sixty days to rewrite the grid
FERC gave the grid operators sixty days to defend the rules built for a 1998 steel mill against the reality of a one-gigawatt AI campus. The contract is the model; the software is only the implementation.
energy-aigrid-interconnectionfercdata-centersRead - Essays··13 min read
Sunday Essay — The Other Energy Curve
Two energy curves dominate 2026. The first is what AI does to the grid — and it owns the front page. The second is what AI does for the grid, and it is where the real policy and investment work belongs now.
ai-and-energydata-centre-demandmethane-detectiongeothermalRead