Notes from the intersection I work on: large new electricity loads such as AI data centers and electrolyzers, and the clean firm power that could serve them. Briefings pick a few developments every two weeks and say why they matter for planning and modeling. Perspectives argue one claim at a time. The Data & Tools guide collects the public data and software I use, with the pitfalls I have run into.
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Briefing — 3 November 2026
Large loads & interconnection
Markets & tariffs
Nuclear & SMRs
Hydrogen
Policy & credits
Data & methods
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Perspectives
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Every item is checked against its primary source. Views are my own and do not represent my employer.