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The DOE just committed $17.5 billion to nuclear

Jul 8, 2026

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4 min read

The DOE just committed $17.5 billion to nuclear

Each partner has to put up $1 billion in equity before the government opens the vault.

The Capital Current
The Capital Current
Power hit $2,000/MWh on PJM last Thursday

Jul 7, 2026

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3 min read

Power hit $2,000/MWh on PJM last Thursday

The Western Hub benchmark settled at $1,222.75 — nearly triple last summer's peak.

The Capital Current
The Capital Current
June 12: Elon Musk’s “Day-One Retirement Plan.”

Jun 2, 2026

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1 min read

June 12: Elon Musk’s “Day-One Retirement Plan.”

Act now before it’s too late

The Capital Current
The Capital Current
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.

The Capital Current
The Capital Current
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.

The Capital Current
The Capital Current
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

The Capital Current
The Capital Current
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.

The Capital Current
The Capital Current
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.

The Capital Current
The Capital Current
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

The Capital Current
The Capital Current
The Grid Is Full. Not Metaphorically. Literally.

May 21, 2026

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5 min read

The Grid Is Full. Not Metaphorically. Literally.

The Capital Current
The Capital Current
$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.

The Capital Current
The Capital Current
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