Checking in on the hydrogen sector

Checking in on the hydrogen sector

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The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different

Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the technology doesn't work, but because nobody has ever cracked the construction cost ...  Show more

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age

What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains, permitting pipelines, engineering workforce and regulatory processes were all c ...  Show more

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