Archive
Articles on electricity supply, capacity, transmission, and how load growth changes pricing and planning.
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Stablecoins & Payments
A reading hub on stablecoin rails, payment networks, treasury workflows, and the compliance layer that now decides who captures the margin.
Agents & Governance
A reading hub on MCP, enterprise deployment, autonomous coding, evals, and the safety layer that keeps agent systems usable in production.
Power Markets & Data Centres
A reading hub on PJM capacity pricing, data-centre load growth, dedicated generation, and the macro effects of energy shocks.
Story index
4 stories
The grid is no longer just delivering power. It has to pre-commit firm supply years ahead while AI load keeps compounding.
Spot prices tell you what electricity costs now. Capacity prices tell you what it costs to guarantee it will still be there when the grid is stressed.
The question is no longer just how much firm capacity PJM needs. It is whether the new load that creates the need should pay for it directly.
Chevron is building a dedicated gas plant for a Microsoft data centre in Texas. Amazon secured 1.5 GW of dedicated solar. Roughly 30% of all planned data centre capacity is now expected to be on-site. The regulated grid is being bypassed at scale.