-
A reckoning for the ‘electro-bros’
Live from Transition-AI in San Francisco, we stress-test Silicon Valley’s energy assumptions.
-
PJM’s emergency backstop auction won’t be an auction at all
The “emergency backstop procurement,” targeting 14.9 gigawatts, will be held in two phases.
Bianca GiacoboneApr 16, 2026 -
Trump called renewables a security threat, then put data centers in a war zone
The administration blocked clean energy on security grounds, but its Gulf AI infrastructure has become a military target.
Nick ZenkinApr 15, 2026 -
Base Power is adapting its distributed battery storage program for PJM
As the startup secures permission to operate in Illinois, it’s eyeing a product for data centers.
Maeve AllsupApr 14, 2026 -
Tapestry is using AI to help PJM clear its interconnection backlog
Page Crahan, general manager of Alphabet’s moonshot for the grid, digs into recent advances transforming grids around the world.
Latitude StudiosApr 13, 2026 -
How Critical Loop uses microgrids to unlock industrial load
Led by a former SpaceX engineer, the startup just raised a $26 million Series A for more scalable storage-based microgrids.
Bianca GiacoboneApr 13, 2026 -
Can Span turn homes into AI inference hubs?
Exclusive: The smart panel company is testing the XFRA Node, a module powered by excess grid capacity — and located at customer homes.
Catherine BoudreauApr 13, 2026 -
The natural gas ‘bridge’ becomes a highway
What’s behind the big natural gas bets from Meta, Microsoft, and Google?











