Ralph Rodriguez's weekly newsletter on power markets and energy strategy, republished with permission.
Energy touches every department but few companies assign it an owner. Here's why fragmented energy decisions become expensive business problems.
Energy security isn't about supply existing somewhere, it's whether it can reach your facility. Why deliverability, not just contracts, defines real energy risk
The data center debate has shifted from grid capacity to cost allocation. Who pays for the power, and who decides, now shapes site selection.
Waiting for utility power feels free. It isn't. Every month of delay has a cost, and it's rarely measured in kilowatt-hours.
A framework for understanding why data centers, transmission lines, pipelines, and other critical infrastructure face growing approval challenges.
Nature doesn't grade carbon as good or bad. Maybe we shouldn't either. A different way to think about CO2.
AI demand is scaling at software speed. Transformers, switchgear, and turbines scale at industrial speed. That's the real bottleneck.
Projects are stalling despite demand, capital, and customers. The real constraint isn't energy generation. It's infrastructure execution.
Onsite generation is becoming essential as data centers face grid delays, rising costs, and fuel uncertainty. Growth now depends on real energy optionality.
Firm power used to mean it showed up under stress. Today the label is often applied until the first curtailment exposes the difference.
At Christmas, energy fades into the background until it’s tested. Reliability, resilience, and realism matter more than narratives as demand accelerates.
Vertical integration is rising, but energy risk remains. Owning power does not eliminate exposure. Markets, fuel, and rules still shape outcomes.
