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The Reliability-First Reset

Tolerance for intermittency is narrowing. With AI and data center demand driving an urgent need for immediately dispatchable power, the debate has shifted: is solar + storage still a viable capacity solution, or has the market moved decisively toward gas and micro-nuclear? And what does the nuclear timeline actually look like against near-term demand?

Capital Reallocation

Global energy majors are reassessing their renewables exposure. Tax equity markets built on IRA-era credits face legislative uncertainty. Is intermittent generation without collocated storage still financeable in three to five years, and where does replacement capital flow if it isn't?

Regulatory Impacts: OBBBA and Beyond

FEOC supply chain schedules, state-level incentive responses, and the influence of the banking lobby on federal tax credit priorities are creating a complex and fast-moving compliance environment. What are the practical implications for projects in development today?

The Data Center Power Crisis

Hyperscalers need power at a speed and scale the grid wasn't built for. Does LCOE still matter when the capital behind AI deployment is effectively unconstrained? And does behind-the-meter distributed generation represent a structural shift — or a bridge while the grid catches up?