The energy infrastructure newsletter for serious investors.
Twice-weekly analysis on the AI-driven power demand surge reshaping markets. Grid, renewables, nuclear, LNG — what's moving, what's mispriced, what to watch.
Latest Editions
What we cover
Grid & Utilities
Transmission upgrades, interconnection queues, utility capex, and the data center power deals reshaping the grid.
Renewables
Solar and wind buildout, IRA tax credit dynamics, project pipelines, and equipment pricing trends.
Nuclear
SMR development, reactor restarts, uranium markets, and the Big Tech power deals fueling the nuclear renaissance.
LNG & Natural Gas
Export terminals, production trends, pipeline infrastructure, and the energy security story driving global demand.L