Weekly structural analysis of U.S. commercial electricity rates, data center power constraints, fleet depot charging load management, and solid-state transformer tech.
Power access defines winners in this week's energy market. Explore how surging utility rate hikes and local data center moratoriums are reshaping property economics, and why onsite generation is becoming a mandatory hedge in today's landscape.
This week's headlines that changed who pays, how quickly projects move, and where flexibility is gaining real value.
Read this week's developments in distributed energy worth the attention or planners and commercial real estate.
Transformer bottleneck: lead times up to four years now dictate commercial real estate schedules. Data, costs, manufacturer capacity, priority effects, and mitigation tactics.
Latest on Microsoft's AI capacity gap, Duke Energy’s $103B plan, and Fermi America’s stock fall.