- 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 - Essays··8 min read
field notes: the data centre learns to flinch
The demos are real and the peer review is real. What's unproven is whether a utility planner will write a 500 MW flexible load into a resource-adequacy filing and sleep at night. Watch the tariffs, not the GPUs.
energy-aidata-centresgrid-flexibilitydemand-responseRead