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Time Is the Competition
LBRT, GEV and the Fast-Power Trade
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As the Ice Melts
Morning Energy (January 27, 2026)
Jan 27
3
The Fern Test
Record Winter Load in Texas and Other Risks
Jan 23
5
The Fragile Case for Coal’s Imminent Decline
IEA WEO2025 Observations
Dec 8, 2025
2
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On Energy
Energy is changing fast. On Energy is where strategy, markets, and leadership come together to navigate what’s next.
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Energy Strategy & Markets
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Time Is the Competition
LBRT, GEV and the Fast-Power Trade
Feb 3
2
As the Ice Melts
Morning Energy (January 27, 2026)
Jan 27
3
The Fern Test
Record Winter Load in Texas and Other Risks
Jan 23
5
The Fragile Case for Coal’s Imminent Decline
IEA WEO2025 Observations
Dec 8, 2025
2
Nuclear Cost Curse
Forgetting Faster Than Learning
Dec 4, 2025
1
Coffee Chats On Energy
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18:25
The Nuclear Paradox
Coffee Chats Episode 21, with Ian Nieboer & Graham Bain (Recorded December 4, 2025)
Dec 6, 2025
47 Hours in Beijing
Coffee Chats Episode 20, with Ian Nieboer & Graham Bain (Recorded Nov. 27, 2025)
Nov 28, 2025
1
16:49
Malaysia's Coal Pivot & Geothermal Rising
Coffee Chats Episode 19, with Ian Nieboer & Graham Bain
Nov 4, 2025
20:26
Geothermal Momentum & AI Market Hype
Coffee Chats Episode 18, with Ian Nieboer & Graham Bain
Oct 26, 2025
17:11
Geothermal Boom, Carbon Capture Breakthroughs, and AI’s Energy Paradox
Coffee Chats Episode 17, with Ian Nieboer & Graham Bain
Oct 16, 2025
17:26
Leadership & Growth
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"Releasing the Work"
Jeff Bezos on the Peril of Too Many Ideas
Oct 9, 2025
1
What is AI?
Language and a Framework for Discussing AI
Sep 9, 2025
3
4
Goals, Priorities, Action
Notes on "Do It Now - The Core Principles For Mastering Time Management" by Brian Tracy"
Aug 26, 2025
Manager vs Maker Time
The Features of Different Time Blocks
Jun 26, 2025
Leadership Principles
Ideas and Concepts I Find Myself Repeating
Jun 25, 2025
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The Week That Was
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Nuclear Boom or Bubble
The Week That Was: November 29 - December 6, 2025
Dec 6, 2025
2
1
The Supply Superpower
The Weeks That Were: November 15-29, 2025
Nov 29, 2025
3
2
"What is AI?" and the RE+ Conference
The Week That Was: September 7-13, 2025
Sep 13, 2025
1
Methane Rising, Turbines Turning, China Surprising
The Week That Was: August 31 - September 7, 2025
Sep 7, 2025
1
AI Power, Gas Demand, CCS Mandates & Setting Goals
The Week That Was: August 24-31, 2025
Aug 31, 2025
2
Quick Takes On Energy
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Small Turbine Spike
203% Order Spike for Siemens’ Smaller Industrialized Turbines
Dec 1, 2025
When the Bridge Burns
How Malaysia’s LNG Exports Are Powering a Coal Revival
Oct 27, 2025
1
Energy’s Divisions
Trends and Divisions by Technology
Oct 8, 2025
First Nuclear, Now Hydro
Google's Hydro Deal with Brookfield
Jul 15, 2025
2
1
Reliability Meets Load Growth
Collison Course on the US Grid
Jul 8, 2025
2
3
1
Nuclear for New York
Hochul Directs NYPA to Build 1 GW
Jun 23, 2025
2
Boom & Mismatch
A Mismatch in US Energy Growth
Jun 11, 2025
1
1
Hotter, Except Where It's Cooler
Average Summer Temperatures, 1970-2024
Jun 6, 2025
1
1
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