ERCOT batteries: boom, bust, or rebound?
It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed to seventeen gigawatts…with at least five more gigawatts expected to come online by the end of 2026…
The pivot that reinvented the air conditioner
While living in Delhi, Sorin Grama gave a window air conditioner to an employee. He found out weeks later she wasn't using it because the electricity costs were too high. It was a stark reminder that access to global cooling isn't about upfront equipment costs. It’s about the high electricity costs…
The truth about data center water usage
Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents say data centers use a negligible amount of water, at least compared to agriculture or conventional…
Turning an outdated grid into ‘prosperous infrastructure’
Arushi Sharma Frank started working in the energy industry in the early 2010s and quickly learned how vital state and federal regulatory bodies are to the energy transition. Years later, as part of Tesla’s U.S. energy policy team, she convinced Texas regulators to allow Tesla to connect a 100 megaw…
Can natural gas supply handle the AI boom?
As data center-driven load growth continues to rise, hyperscalers are turning to natural gas – both in front of and behind the meter — to secure power. But whether the natural gas pipeline system has the bandwidth to support this surging demand remains far from certain.
In this episode, Shayle sit…
Data centers’ looming methane surge
It’s no secret that hyperscalers’ behind-the-meter gas bonanza has generated enormous CO2 emissions. But the AI boom is responsible for another, less-publicized emissions issue: upstream and onsite methane leaks that could derail decarbonization efforts.
In this episode, Shayle Kann speaks with Ol…
The battery boom behind the AI buildout [partner content]
The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids.
And now batteries are having a moment. The urgency to connect to the gri…
Utility bills are on the ballot
When Charles Hua served as a senior policy advisor in the Department of Energy in 2023, he had an epiphany: some of the biggest hurdles to deploying powerful grid technologies are not technological, they’re regulatory.
It was a realization that led him to dig into the world of energy regulation an…
A VC-backed path to commercial nuclear power
A decade ago, founding a nuclear startup seemed impossible. Aside from general public concern around nuclear, meaningful progress in the space required billions of dollars. Oklo co-founder and COO Caroline DeWitte helped move the needle by securing the first venture capital-led Series A for a nucle…
CPUC President John Reynolds on energy affordability in a time of crisis
As a kid, John Reynolds learned the value of public service by watching his mother — an environmental review specialist for the Oregon Department of Transportation — at work. Years later, he found his own path into public service through the utility sector.
Learning about natural monopolies and the…
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