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The grid just sent a 10x signal. Are you reading it?

May 27, 2026

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3 min read

The grid just sent a 10x signal. Are you reading it?

PJM's capacity auction cleared at $329 — up from $28 a year ago. Plus: Virginia turned against data centers, and two risks NERC flagged for this summer.

Stephen Lewis
Stephen Lewis
The grid that powers 65 million people just got 76% more expensive

May 26, 2026

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4 min read

The grid that powers 65 million people just got 76% more expensive

Data centers did it. And the companies spending $700B on AI are barely paying for the pipes.

Stephen Lewis
Stephen Lewis
The Week AI Got a Bigger Power Bill Than Spain

May 22, 2026

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4 min read

The Week AI Got a Bigger Power Bill Than Spain

Stephen Lewis
Stephen Lewis
The Grid Is Full. Not Metaphorically. Literally.

May 21, 2026

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5 min read

The Grid Is Full. Not Metaphorically. Literally.

Stephen Lewis
Stephen Lewis
$725 Billion. One Number That Changes Everything.

May 20, 2026

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4 min read

$725 Billion. One Number That Changes Everything.

How four tech giants are rewiring the global energy grid and what it means for investors.

Stephen Lewis
Stephen Lewis
A Man in Manassas Just Got a $281 Electric Bill. He's Not Alone.

May 19, 2026

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4 min read

A Man in Manassas Just Got a $281 Electric Bill. He's Not Alone.

The grid can't keep up. Your bill already knows.

Stephen Lewis
Stephen Lewis
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The Latest

The Power Grab No One Saw Coming

Jun 1, 2026

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3 min read

The Power Grab No One Saw Coming

America's two biggest utilities are merging, Big Tech is burning $725 billion to feed the AI machine, and the grid can barely keep up.

Stephen Lewis
Stephen Lewis
58 Gigawatts and a Crowd Chanting "Shame"

May 29, 2026

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3 min read

58 Gigawatts and a Crowd Chanting "Shame"

America's power grid added a record wall of supply. Demand — and anger — are growing faster.

Stephen Lewis
Stephen Lewis
The Money Map Is an Energy Map

May 28, 2026

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4 min read

The Money Map Is an Energy Map

How Big Tech's spending spree is rewriting the power grid

Stephen Lewis
Stephen Lewis

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