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Brief · AI
Anthropic's IPO filing says competition for power and data center sites is intense and that data centers rely increasingly on natural gas. Coverage focuses on the filing's energy risk language.
Brief · World
Zelensky says Russian ballistic missile strikes hit a key power plant in Kyiv with no early warning from partners. The report follows a stated energy ceasefire that the strikes appear to contradict.
Analysis · Climate
AI campuses need backup power that is quiet, clean, and always on. Fuel cells promise all three, but most run on natural gas and hydrogen's round-trip losses are brutal.
Analysis · Climate
The electrical grid is failing under modern demand. Here is how software is aggregating millions of home batteries and EVs into massive Virtual Power Plants to save it.
Analysis · Climate
Lithium is expensive, politically constrained, and prone to catching fire. Sodium is literally everywhere. Here is why the battery industry's next massive shift is built on table salt.
Analysis · Climate
AI's insatiable thirst for electricity is forcing Microsoft, Google, and Amazon to do the unthinkable: bringing dormant nuclear power plants back from the dead.