On Energy

On Energy

Home
Energy Strategy & Markets
Coffee Chats On Energy
About
Future Options
Morning Energy (original published August 18, 2026)
Aug 20 • Ian Nieboer
Utility Physics
Morning Energy (original published August 11, 2026)
Aug 14 • Ian Nieboer

July 2026

Load at Play
Morning Energy (original published July 29, 2026)
Jul 30 • Ian Nieboer
The Ugly Game
Morning Energy (original published July 21, 2026)
Jul 22 • Ian Nieboer
Hat and Cattle
Morning Energy (original published July 14, 2026)
Jul 14 • Ian Nieboer
Paper Anniversary
Morning Energy (original published July 7, 2026)
Jul 8 • Ian Nieboer
Knockout Stage
Morning Energy (adapted from the original published June 30, 2026)
Jul 2 • Ian Nieboer

June 2026

Location, Location, Location
Morning Energy (Originally published June 23, 2026)
Jun 29 • Ian Nieboer
Why Taste Means Taking a Position You Will Defend
When AI makes analysis nearly free, the scarce thing is a person standing behind a recommendation.
Jun 17 • Ian Nieboer
Constructive Competition
Morning Energy (June 16, 2026)
Jun 16 • Ian Nieboer
Behind the Meter: The Next Phase of Data Center Growth
Coffee Chats Episode 35, with Ian Nieboer & Graham Bain (Recorded June 4, 2026)
Jun 14 • Ian Nieboer
16:45
Build for the Off Switch
Fable 5 shows why inference sovereignty is becoming an infrastructure problem
Jun 14 • Ian Nieboer
© 2026 Ian Nieboer · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture