Ralph Rodriguez's weekly newsletter on power markets and energy strategy, republished with permission.
Legacy manufacturers misdiagnose reliability risk. Power and gas now operate as a system. Governing them separately guarantees blind spots.
Capacity is not the constraint. Deliverability, governance, and priority determine who runs when the system tightens.
Data centers are not breaking the grid. They are revealing it. Why energy constraints, AI, and manufacturing are colliding faster than expected.
Data centers do not have to stress the grid. When designed with flexibility and energy intelligence, they can become net assets instead of liabilities.
