Power & Grid

What the AI buildout asks of the electricity system, and who ends up paying for it — capacity auctions, interconnection queues, and the gap between the power that gets requested and the power that gets built.

4 posts

Power & Grid2026-08-16

What Constellation Energy's Own Earnings Call Says About AI and the Grid

A primary-source read of Constellation Energy's Q2 2026 earnings call and official results release: real quotes, real megawatt figures, and a CEO thesis — existing plants, not a nuclear building boom — that complicates the tidier version of the AI-power story.

Analysis Brief →

Power & Grid2026-07-29

The Iberian Blackout, One Year On: What ENTSO-E's Final Report Actually Found

ENTSO-E's March 2026 expert-panel report on the April 28, 2025 Spain-Portugal blackout confirms it wasn't renewables or a lack of grid inertia — it was a voltage-control and reactive-power failure. Here's what the primary source says, against what got repeated in the first 48 hours.

Analysis Brief →

Power & Grid2026-07-22

Everything-to-Grid: How AI Data Centers, EVs, and Batteries Are Becoming the Grid

The DOE wants virtual power plants to grow from ~33GW to 80-160GW by 2030 while the IEA expects AI data-centre power demand to more than double — a sourced look at the grid dissolving into millions of two-way nodes.

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Power & Grid2026-07-12

When the Lights Came On: Global Electricity and the Electronic Era in 2026

The year renewables overtook coal, told from Kathmandu — a region-by-region tour of global electricity in 2025-2026, and how power-hungry AI chips, EVs, and batteries are reshaping the grid. Sourced from IEA, Ember, BloombergNEF, and Nepal's NEA.

Analysis Brief →